taxformatter

Official Python SDK for the TaxFormatter API — parse crypto exchange CSVs and bank statement PDFs programmatically.

Install

pip install taxformatter

Quick Start

from taxformatter import TaxFormatter

tf = TaxFormatter("tf_live_xxx")

# Parse a file by path
result = tf.parse("./coinbase_2025.csv")

# Parse bytes with options
result = tf.parse(raw_bytes, filename="coinbase.csv", output_format="turbotax")

# List supported sources
sources = tf.list_sources()

# Check usage
usage = tf.get_usage()

Configuration

tf = TaxFormatter(
    "tf_live_xxx",
    base_url="https://api.taxformatter.com",  # default
    timeout=30,    # seconds, default
    max_retries=3, # auto-retry on 429, default
)

Error Handling

from taxformatter import TaxFormatter, AuthenticationError, RateLimitError, ParseError

try:
    result = tf.parse("./file.csv")
except AuthenticationError:
    # 401 — invalid or missing API key
    pass
except RateLimitError as e:
    # 429 — rate limited (auto-retried 3 times before raising)
    print(e.retry_after)
except ParseError as e:
    # 422 — file could not be parsed
    print(e.suggestion)

API

tf.parse(input, filename=None, output_format=None, exchange=None, bank=None)

Parse a crypto CSV or bank statement PDF.

• input: File path (str/Path) or bytes
• filename: Required when passing bytes
• output_format: "koinly", "turbotax", "coinledger", or "zenledger"
• exchange: Force exchange detection (e.g., "coinbase")
• bank: Force bank detection (e.g., "chase")

tf.list_sources()

List all supported crypto exchanges and banks.

tf.get_usage()

Get current month's API usage.

tf.health()

Check API health status.

License

MIT