How to switch crypto tax software in Spain without losing data
Key principles
- Export everything before starting — CSV of all transactions + all report PDFs
- Import and verify — compare balances and transaction counts
- Test with a closed year — verify results against already-filed returns
Migration steps by platform
- From Koinly: Settings → Download CSV → kointax Connections → Import CSV → Koinly
- From CoinTracking: Enter Coins → Export → kointax Import → CoinTracking format
- From Blockpit: Portfolio → Export → kointax Import → Blockpit format
After migrating, connect exchanges directly via API for automatic future updates.