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Clean Statements for Taxes
I’m trying to set up a clean year-end workflow and could use some real-world tips. Last season I drowned in messy histories where promos were mixed with regular play, and the export timezones didn’t match my bank. Ideally I want one place to grab CSV or PDF, tag bonus vs. cash activity, and keep a consistent FX snapshot so totals aren’t all over the place. What’s your practical setup so the annual wrap-up doesn’t eat a weekend?
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From trial and error, here’s what stuck for me: export monthly CSVs and lock the timezone to one standard (I use UTC in the sheet, local in the PDF). I add two manual columns—“Type” (cash/bonus/free spin value) and “FX note”—then reconcile deposits/withdrawals to bank lines. PDFs get saved as month-ends for audit. To stabilize conversion, I log the rate source and timestamp once per day, not per row. A quick overview like https://dealgamble.com/casino/robocat/ helped me check whether the history view separates bonus credits, shows per-transaction notes, and exports without truncating descriptions.