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CS/UBS Statements for Crypto Tax

Credit Suisse accounts (now part of UBS) produce statement PDFs downloadable via the UBS Digital Banking portal following the 2023 merger. Crypto tax reporting requires matching every fiat deposit and withdrawal to a specific exchange and transaction. These appear as bank entries — but only in PDF format.

Secure Financial Data Processing

Crypto Tax Workflow with CS/UBS

Convert your bank statement to CSV or JSON, then cross-reference exchange deposits and withdrawals against transaction hashes. Clean structured data makes crypto tax reconciliation tractable. For Credit Suisse (UBS) specifically: Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.

How It Works

  1. Step 1

    Download Credit Suisse (UBS) statement PDFs for the tax year

  2. Step 2

    Upload to MintConvert and download as CSV or JSON

  3. Step 3

    Filter transactions by exchange names (Coinbase, Binance, Kraken) in the Description column

  4. Step 4

    Match fiat deposit/withdrawal amounts against exchange records

  5. Step 5

    Import into your crypto tax software (Koinly, CoinTracker, TaxBit)

Why MintConvert

  • CS/UBS parserCredit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.
  • Crypto TaxConvert your bank statement to CSV or JSON, then cross-reference exchange deposits and withdrawals against transaction hashes. Clean structured data makes crypto tax reconciliation tractable.
  • CHF preservedAll CHF amounts preserved for crypto tax workflows.
  • IntegrationsCompatible with Koinly, CoinTracker, TaxBit.
  • Privacy firstCredit Suisse (UBS) PDF deleted immediately after conversion.
  • Free to start5 free conversions/month. No credit card required.

Frequently Asked Questions

How do I use Credit Suisse (UBS) statements for crypto tax?

Log in to UBS Digital Banking (former CS clients) → Accounts → Statements → Select period → Download PDF. Then upload to MintConvert and download a clean JSON file. Convert your bank statement to CSV or JSON, then cross-reference exchange deposits and withdrawals against transaction hashes. Clean structured data makes crypto tax reconciliation tractable.

Which output format is best for crypto tax with Credit Suisse (UBS)?

For crypto tax, JSON (JSON) is recommended. JSON output can be consumed by any REST API or programming language. Each transaction is a flat object with date, description, debit, credit, balance, and currency fields.

Does MintConvert handle Credit Suisse (UBS)'s PDF format for crypto tax?

Credit Suisse PDFs retain the legacy CS header post-merger. MintConvert handles both the original CS format and post-merger UBS-branded CS statements.

What crypto tax integrations work with Credit Suisse (UBS) output?

Compatible with Koinly, CoinTracker, TaxBit, Excel, JSON APIs.

Is my Credit Suisse (UBS) data safe?

Your Credit Suisse (UBS) PDF is processed in-memory only and deleted immediately after conversion. MintConvert never stores bank statement data.

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