From the first question to reviewer follow-up
Record the selected official source
Name the source required by the tax rule, workpaper method, or professional instruction. The institution publishes the reference rate; FXProof documents the supported source and selected data in its own signed proof.
Preserve the relevant date
Keep the date or reference period used in the calculation. If the source did not publish a rate on the selected day, use another date only when the applicable rule or instruction permits it.
Keep the proof with the calculation
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.
A manual file can combine the official source page, a saved PDF or screenshot, and a note about the selected period. FXProof keeps the same core context in one signed document and adds a public verification path; it does not replace the tax workpaper or professional judgment.
- Keep the transaction and tax context in the workpaper.
- Keep the signed proof beside the rate-dependent calculation.
- Use the document id and payload hash shown in the PDF for later verification.
Distinguish evidence from tax advice
FXProof records the exchange-rate evidence you selected. It does not choose the applicable source, date, tax treatment, or filing position. The file owner remains responsible for those decisions.
Share the material with an accountant or reviewer
The recipient can inspect the source and rate context, validate the digital signature, and use the public verification details without your account. A tax authority, client, or other recipient still applies its own evidence requirements.
Client file support
Keep the proof PDF with the schedule or client record that used the exchange rate.
View a proof sampleHMRC monthly record
See how a supported HMRC date or period can stay with the tax, customs, VAT, or accounting file that used it.
Open HMRC monthly guideHMRC source page
Use HMRC source guidance when the file already selected an HMRC dataset, date, or period.
Open HMRC source pageCapital gains dates
Keep acquisition-date and disposal-date exchange-rate evidence as separate proof records when the workpaper uses both.
Open capital gains use caseForeign income records
Use separate source/date proof when wages, dividends, other income, or foreign tax payments use different dates.
Open foreign income use caseECB source page
Use ECB source guidance when an EU VAT, OSS, invoice, or accounting file already selected ECB reference data.
Open ECB source pageBank of Canada source page
Use Bank of Canada guidance when a Canadian tax or accounting record already selected that official source.
Open Bank of Canada source pageQuestions
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.