Step 1

Log into your Coinsquare account.

Step 2

In the top right corner of your screen, select the profile icon. Then, select Documents.

Step 3

Click on the Statements tab. Coinsquare allows you to download a statement for each year of activity on your account. For each year shown on the Statements tab, download the Generic Tax Summary document. Please do not download any other file here as the import process will fail.

Step 4

Head back to CoinLedger. Navigate to the Import stage. Select Add Account then choose the Coinsquare tab on CoinLedger. Click on Upload File or drag your files one by one into the box to import your transactions.

When importing a transaction history CSV, you will have the option to specify a start date for your import under the Drag and Drop Files Here box. This feature is designed to prevent duplicate data from being imported. You can access this feature by hitting the Import Settings drop down menu, as shown below, and then specifying a date for your import to start from. All transactions after this date will be imported. You should not do this if you are importing all of your transactions into CoinLedger for the first time.