Year-End Tax Folder Names for Multi-Venue CSV Exports
Year-end arrives faster than export filenames improve. Traders who touch several venues often dump CSVs into a single Downloads folder and hope a future self can sort them. This guide installs a boring naming scheme before December stress: one folder per calendar year, one subfolder per venue, files named with download date and report type, plus a cover sheet that states which official menu produced each file. It is recordkeeping, not tax advice, and it stays far away from fee-page screenshot rituals that already clutter your notes.
Folder skeleton you can reuse every year
Create a parent folder labeled with the calendar year only. Inside, create subfolders named after each venue you actually used. Resist clever abbreviations that only you understand in October and forget in March. Add an empty folder called _cover-sheets for the index pages you will write. Keep this skeleton on encrypted storage with an offline copy.
Do not mix NFT marketplace exports with spot-venue CSVs in the same subfolder unless you truly used one brand for both and the official export already combines them. Separation now prevents painful re-tagging later.
File names and the cover sheet
When you download a CSV from an official menu, rename it immediately to include venue, report type, and download date as year-month-day. Write one cover-sheet line: file name, menu path you used, and the date range the report claims to cover. If the range is unclear on screen, quote the on-screen label rather than guessing.
If you download the same report twice, keep both files with different download dates instead of overwriting. Overwrites erase the forensic trail your future questions will need.
Monthly micro-close instead of a December panic
Pick a monthly hour to export and file. Tick the month on a paper grid taped near your desk. Months with no trades still get a cover-sheet line that says no export needed; silence without a note creates doubt. At year end, freeze the folder as read-only or move it to cold storage labeled closed.
When a professional asks for files, send only the renamed exports plus the cover sheet, not your entire working drive. Clarity beats volume.
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Scenario checkpoint
- Built year and per-venue folders on encrypted storage with an offline copy.
- Renamed each CSV immediately with venue, report type, and download date.
- Logged menu path and stated date range on a cover sheet line per file.
- Kept duplicate downloads as separate dated files instead of overwriting.
- Marked a monthly export hour and documented months with no required export.