Broker statements.
Monthly and annual statements, trade confirms, dividends, interest, fees, deposits, and withdrawals.
Trading Records
Trading records should explain what happened before anyone calculates tax.
This guide helps traders collect statements, exports, journals, and questions for a qualified professional. It is not tax, legal, financial, or trading advice.
Trading tax rules can depend on country, product, activity, account type, professional status, entity structure, and personal facts. Use records to prepare, not to self-diagnose complicated tax treatment.
Record Types
Keep the source documents, not just screenshots.
Crypto exchange exports.
Spot, futures, funding, fees, deposits, withdrawals, liquidations, and rewards.
Prop firm records.
Challenge fees, payouts, invoices, agreements, rules, resets, and account status changes.
Decision journal.
Strategy, date, market, entry, exit, risk, mistake notes, and review tags.
Cost evidence.
Commissions, spreads, platform fees, data fees, funding rates, borrow costs, and FX conversion.
Accountant questions.
Ask how your trading activity is classified and what records are required in your country.
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