What to export from each venue before filing season

Filing season compresses calendars. The quiet work happens earlier — when you still have login access and the export buttons still work.

Minimum export set

• Spot trade history for the full tax year
• Deposit and withdrawal history covering the same dates
• Any fee or rebate report the venue offers separately
• Account statement PDF if CSV columns look incomplete

File hygiene on the PC

Create one folder per tax year. Inside it, one subfolder per venue. Keep original downloads untouched; work on copies during Transaction Summary Planning.

Closed accounts

If a venue already shut your access, gather whatever email attachments or older downloads remain. Note the closure date in a text file. That note becomes part of Cost Basis Reconstruction later if purchase rows are missing.

Start the exports before the rainy rush of April and May desks fill. A complete folder shortens every session that follows.