From the first question to reviewer follow-up
Start with the income or tax item
Keep the wage statement, dividend record, platform report, bank receipt, foreign-tax payment record, or workpaper line that used the exchange rate. Each item should explain the date and source selected for the conversion.
Do not collapse different items into one rate
A dividend date, salary payment date, invoice date, and foreign-tax payment date may not be the same. Keep separate proof records when the file uses separate official reference inputs.
Attach proof to the workpaper line
The Signed FXProof Proof PDF records the supported source, selected date, rate context, digital signature, document id, payload hash, and public verification details. Keep it beside the income or foreign-tax line that used the rate.
Leave the reporting rule with the adviser or file owner
FXProof does not choose the tax rule, reporting date, allowable source, or treatment. Keep that decision in the tax file, professional instruction, or reviewer note.
Prepare a file someone else can inspect
A recipient can verify the proof document without account access. The verification confirms the FXProof proof record, not the correctness of the income classification, deduction, credit, or filing position.
Capital gains dates
Use separate proof records when acquisition and disposal dates create two exchange-rate inputs.
Open capital gains use caseTax record evidence
See how proof belongs beside a tax workpaper without deciding the filing position.
Open tax use caseHistorical proof
Use historical proof guidance when the income or tax payment date is from an earlier period.
Read historical proof pageQuestions
Can one rate support all foreign income items?
Only if the file owner or adviser decides the same source and date apply. Use separate proof records when items use different dates or reference inputs.
Does FXProof choose the tax reporting date?
No. FXProof documents the selected official reference input. The reporting date and tax treatment remain with you or your adviser.
What should I keep with a foreign-income proof?
Keep the income or foreign-tax record, the rule or adviser note for the selected date, and the Signed FXProof Proof PDF for that item.