Unbuildable reports come from never keeping records
Filing needs traceable flows, costs and timestamps rather than rough numbers, and those exist only if recorded when they happen. OKX exports trade and transfer history, which combined with your own sheet becomes a complete ledger.
What to prepare before you start
These five things cover almost every delay people run into: Which reporting basis applies to you under local rules.
Where to export: trade history and transfers. A sheet template for cost and holding periods.
An export cadence, quarterly or monthly.
A bookkeeping routine you can sustain
Five steps, then year-end is just an export: Export the last year and run a trial calculation once your basis is clear.
Log each purchase cost and date in your own sheet. Separate spot, futures and earn income, which are usually treated differently.
Archive quarterly so data never ages out of the download window. Consult a local tax professional rather than guessing.
Fees, limits and processing times
Numbers change from time to time, always confirm on the official fee page before you commit size: Trade, funding and transfer history can be exported for reconciliation and filing.
Export statements at least quarterly so you are not rebuilding several years of records at tax time. The help centre and in-app support cover most issues; for fund-related cases open a ticket and keep the reference number.
Nobody from real support will ask for your password, 2FA code or seed phrase - treat anyone who does as a scammer. Regular spot accounts commonly start around 0.080% maker and 0.100% taker, with better pricing as OKB balance and volume grow.
Perpetual futures sit near 0.02% maker and 0.05% taker at entry level, plus funding settlements on a fixed schedule.
The OKX-specific part
OKX exports trades and transfers filtered by account and period. Export each sub-account separately for completeness.
Frequently asked questions
Does the platform file for me
Usually not; most jurisdictions require self-reporting while the platform supplies history.
How far back can I export
Time windows vary by page, so archive regularly.
Are futures and spot gains computed the same
Usually not - handle them separately under local rules.
Risk notes and next steps
Keep reading:起步资金要多少;三大平台买美股横向对比;美股行情总览. Export quarterly as a habit.
Never build records from memory or screenshots. Rely on professionals for tax questions.
