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Export your data for your accountant

Every file you can take out of your portal: invoice PDFs, the earnings CSV, the US tax files, and the read-only Owner API.

Basics

Careful: This is not tax advice. Rules differ by country. Ask your accountant.

Your accountant does not need to sign in to your portal. Everything they are likely to ask for can be downloaded as a file and sent to them. This guide lists each export and where its button is.

The exports at a glance

WhatFormatWhereFor whom
Monthly invoice or reportPDFInvoices, open a month, Download PDFAll owners
Machine purchase documentsPDFInvoices, Order confirmations and Earlier invoicesAll owners
Earnings activityCSVEarnings, Activity, Download CSVAll owners
Tax worksheet and its filesPDF and CSVTaxesUS owners
Live figures for your own toolsAPIOwner APIOwners who use a script or a spreadsheet

Invoice PDFs

  1. Open Invoices.
  2. Under Monthly reports, click a month.
  3. Press Download PDF.
  4. Repeat for each month of the year. There is one document per month.

For machine purchases, open an entry under Order confirmations, or press View invoice under Earlier invoices.

The earnings CSV

  1. Open Earnings.
  2. Choose the period at the top: 3 months, 6 months, 12 months or All.
  3. Scroll to Activity and press Download CSV.

The file has three columns: the date, the type and the amount in BTC. The type is mining, renting, or a payment made to you. It opens in any spreadsheet. The file covers the period you chose, so pick All if your accountant wants the full history and let them filter by date.

The US tax files

US owners have more on the Taxes page: Print or save as PDF for the whole worksheet, a depreciation file under Your machines, and Payouts CSV and Worksheet CSV under the list of payouts. See US owners: the Taxes page.

The Owner API

If you or your accountant keep a spreadsheet or use bookkeeping software that can fetch data, the Owner API gives the same figures without downloading files by hand. It is read-only: it can show your machines, earnings, invoices and a summary, and it cannot change anything.

Step by step: Use the Owner API.

What to send, in one list

Good to know: Need a document that is not on this list, or a file in another layout? Write to hello@firsthandbitcoin.com and tell us what your accountant asked for.

Open Invoices

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