From the first question to reviewer follow-up
How do I document the exchange rate used in a tax filing?
Attach the Signed FXProof Proof PDF to the tax workpaper or schedule that used the rate. The PDF records the selected source, date, rate context, document id, payload hash, digital signature, and verification information.
You do not need to copy the FXProof control fields into a separate note. Keep the business and tax context in the workpaper itself.
What the proof does and does not show
The proof makes the selected exchange-rate evidence easier to review later.
- Official source used for the rate.
- Historical date or reference period selected.
- Rate context and signed proof PDF.
- Document id and payload hash shown in the PDF for verification.
- No tax advice, tax treatment selection, or acceptance guarantee.
Responsibility stays with the file owner
You remain responsible for choosing the applicable source, date, and tax treatment. A tax authority, client, or other recipient applies its own requirements.
Client file support
Keep the proof PDF with the schedule or client record that used the exchange rate.
View a proof sampleHistorical proof
Use historical proof when the selected source/date/rate needs to be explained after the filing period.
Read historical proof pageThe signed document
See which proof and verification fields stay inside the PDF.
Read signed PDF guideQuestions
How do I document the exchange rate used in a tax filing?
Attach the Signed FXProof Proof PDF to the tax workpaper or schedule that used the rate. Its FXProof proof and verification fields are already inside the document.
Is FXProof tax advice?
No. FXProof provides source-attributed proof documents and verification metadata. FXProof does not provide legal, tax, investment, or trading advice.
Does FXProof choose the applicable source, date, or tax treatment?
No. The file owner chooses them and remains responsible for the filing context. Acceptance depends on the recipient, procedure, and jurisdiction.