Article Summary
This article explains how to download tax documents and statements on river.com or in the River app. It also explains how to download your activity CSVs on river.com, understand each column, and import the data into tax software like Koinly and CoinTracker.
You can download your tax documents and PDF statements on river.com or in the River app.
You can also download your bitcoin activity or your account activity as CSV files to import into tax or performance tracking software. CSV files are only available on river.com.
How do I download tax documents and statements?
Step 1: Open "Taxes & Documents"
On river.com, click "Taxes & Documents" on the left side of your River homepage. If you are using the River app, tap the profile icon in the upper-left corner of your home screen, then tap "Taxes & Documents."
Step 2: Download your document
On river.com, your tax documents and PDF statements are listed under "Taxes & Documents." If you are using the River app, choose one of the following:
- • To download a tax form, tap "Tax documents," then tap the form you need.
- • To download a monthly statement, tap "Statements," choose the year, then tap the account statement or bitcoin sale history for the month you need.
- • To create an account statement or bitcoin sale history for a different time period, tap "Statements," then tap "Generate" in the upper-right corner. Choose a "Document type" and a "Period." For a custom range of up to 365 days, choose "Custom," then set the "From date" and "To date." Then tap "Generate."
- • To create a proof of funds document, tap "Statements," then tap "Generate" in the upper-right corner. Choose "Proof of funds" as the "Document type," choose a "Balance type," then tap "Generate."
How do I download my activity CSV files?
Your bitcoin activity CSV contains all completed bitcoin transactions on your account. Your account activity CSV contains a complete record of all bitcoin and cash transactions.
Please note that CSV files can only be downloaded on river.com. They are not available in the River app.
Step 1: Click "Taxes & Documents"
On river.com, click "Taxes & Documents" on the left side of your River homepage.
Step 2: Generate CSV
On the right side of the screen, you will see two drop-down boxes, one drop-down for the type of report you would like to generate and the other drop-down for the time period. After making your selections, click "Generate."
Please note that your CSV download will take a few moments to generate. Do not refresh the page until the download is complete.
Step 3: CSV downloaded
Once your CSV has been generated, your file will be saved to your computer's downloads folder.
How do I understand my CSV files?
Bitcoin Activity CSV
| Column Title | Description |
| Date | The date and time of the transaction in Coordinated Universal Time. |
| Sent Amount | The amount of bitcoin or cash that was deducted from your account, not including any fees. |
| Sent Currency |
The currency type of the "Sent Amount." This would be either BTC or USD. For a bitcoin buy, the sent currency would be USD, as cash was exchanged for bitcoin. |
| Received Amount |
The amount of bitcoin or cash that was deposited into your River account, not including fees. For a bitcoin buy, the received amount would be the amount of exchanged bitcoin. |
| Received Currency |
The currency of the "Received Amount." This would be either BTC or USD. For a bitcoin buy, the currency would be BTC, as bitcoin entered your River account in exchange for cash. |
| Fee Amount | The amount that was paid in fees for the transaction. |
| Fee Currency | The currency of the fee paid for the transaction. This would be either BTC or USD. |
| Tag |
Tags denote what type of transaction took place:
|
Please note that cost basis information will be limited in the Account Activity CSV if there are unknown lots for any deposited bitcoin into your River account.
Account Activity CSV
| Column Title | Description |
| Date | The date and time of the transaction in Coordinated Universal Time. |
| Reference Code | The reference code associated with a specific transaction. |
| Transaction Type |
Types of transactions include:
|
| Sent Amount | The amount of bitcoin or cash that was deducted from your account, not including any fees. |
| Sent Currency |
The currency type of the "Sent Amount." This would be either BTC or USD.
|
| Received Amount |
The amount of bitcoin or cash that was deposited into your River account, not including fees. For a bitcoin buy, the received amount would be the amount of exchanged bitcoin. |
| Received Currency |
The currency of the "Received Amount." This would be either BTC or USD. For a bitcoin buy, the currency would be BTC, as bitcoin entered your River account in exchange for cash. |
| Fee Amount | The amount that was paid in fees for the transaction. |
| Fee Currency | The currency of the fee paid for the transaction. This would be either BTC or USD. |
| Total Amount | The total amount of bitcoin or cash that has entered or left your River account, including fees. |
| Total Currency | The currency of the total amount. This would be either BTC or USD. |
| Method | This explains how the funds moved to or from your account. This may be a bank transfer, on-chain, Lightning, wire, or other. |
| Source | This explains where the transaction originated. This may be your River cash balance, a linked bank account, your bitcoin balance, or other. |
| Destination | This explains where the funds were headed. This may be your River cash balance, your bitcoin balance, a bitcoin wallet address, a linked bank account, or other. |
| Cost Basis | The cost basis for the transaction, based on your chosen cost basis methodology. To learn more, see this Help Center article. This column will be blank if your transaction includes an unknown lot. |
| Cost Basis Currency | For a known lot, this will show as "USD." For an unknown lot, this will be blank. |
| Bitcoin Price Amount |
For any buys, sells, sends, interest payouts, or mining payouts, this is the bitcoin price at the time of the transaction. For other transaction types, this will be blank. |
| Bitcoin Price Currency | If there is a "Bitcoin Price Amount," this will show as "USD." Otherwise, this will be blank. |
| Transaction ID | For bitcoin on-chain transfers or automatic withdrawals, this will show the associated transaction ID. |
| Recurring | If a transaction is for a recurring buy or a recurring cash deposit, this cell will contain "True." Otherwise, it will contain "False." |
| Tag |
Tags denote what type of transaction took place:
|
How do I import my downloaded CSV files into a tax tracking software?
To track your transactions for tax and performance purposes, you can import your generated CSV files to common software with minimal effort.
Below are common software options and steps to format your River data. You may need to copy it into the software's template or edit the River file directly.
-
Koinly
- Repurpose the data in the "Tag" column into Koinly's "Label" column.
- Remove "Buy," "Sell," and any other tags not supported by Koinly.
-
CoinTracker
-
Change order of columns.
- • Received columns should go before Sent columns.
- Rename "Received Amount" to "Received Quantity."
- Rename "Sent Amount" to "Sent Quantity."
- Remove "Buy" and "Sell" tags and any others that are not accepted by CoinTracker.
-
Add the fee amount to the received or sent amounts depending on transaction type. River file does not include fees into the Received and Sent values but CoinTracker expects fees to be included. The fee will be the same currency as the value you need to add it to.
-
• For example: For BTC buys, you need to add the fee to the value in "Sent Amount."
-
• For example: For BTC buys, you need to add the fee to the value in "Sent Amount."
-
Change order of columns.