-
-
Notifications
You must be signed in to change notification settings - Fork 624
Description
Abstract
Problem: How to get a tax professional exposed to all one's Rotki addresses, accnts, blockchains, etc. without having to share one's Rotki database plus DB decryption key with them.
Motivation
As @LefterisJP and @A2be have both noted in previous years, it can be hard to impossible to get a tax professional willing to use (or even try) Rotki. Thus, a Rotki user with all of their crypto accnts/addresses/names_of_accnts/etc. already input into Rotki would like to simply ask Rotki to spit out a full list so one can give the tax professional an accurate list of all ones addresses/accnts. These could be in a .csv format, or other if useful.
The tax professional will typically, in this use case, use their own tools for running client addresses/accnts against chain history to determine blockchain activity, and generate taxable gains/losses info for the particular tax jurisdiction.
Specification
Add a feature to Rotki to EXPORT all of the info that the use inputs to Rotki to configure it for use, but none of the on-chain wonderful xaction data that Rotki finds doing its Rotki things on whatever subset of blockchains that Rotki knows about.
Best of course would be user-configurable (which accnts; which accnt names; which blockchains; which accnt tags; include a list of CEX exchanges used, or not; etc.)
NOTE: with this feature in place, it would ALSO support the use case of transferring (a subset, or all of) one's Rotki info to a new Rotki instance, without sharing one's entire Rotki database and DB decryption key, and multi-year history, notes, etc.. This might be when one wants a clean start on Rotki, and want to deprecate some of the older historical data, or accnts.
Or, this might occur when sharing with a spouse whom one would like to become Rotki-literate, and hope would keep their own Rotki instance up and current going forward, but get them a start with various crypto accnts etc. that the couple owns together. The spouse would conceivably keep their own Rotki DB encryption/decryption key stored away in the spouse's own password manager.
For the latter two use cases, it would be good to have an
Additional feature: Rotki be able to "read" this exported file and IMPORT the accnt nos, names, tags, xpub nos, etc. into a fresh new Rotki instance.
Could also support the Rotki-curious tax professional who might someday want to investigate why their one particular client likes Rotki so much, and wishes their tax professional would become Rotki-ized. :)