How to Download Wise CSV Statement for Accounting

If you run your business through Wise (formerly TransferWise), your accountant will regularly request transaction…

If you run your business through Wise (formerly TransferWise), your accountant will regularly request transaction reports. One of the most convenient formats is CSV. In this guide, we’ll show you step by step how to get a CSV statement, even if you’re using Wise for the first time.

Why do you need a CSV report?

CSV reports allow your accountant to:

import transactions into accounting systems;
generate VAT, profit, and expense reports;
submit tax declarations on time.

Step 1: Log in to Wise

Go to wise.com and log in. Make sure you have access to your business account if you are running a company.

Step 2: Go to the “Transactions” section

In the top menu, select the “Transactions” tab to view your payment history.

Transactions_Wise

Step 3: Open “Statements and Reports”

On the right side of the search bar, click the “Statements and Reports” button — this will open the section with statements and reports.

Statement Wise

Step 4: Choose the required report

In the window that opens, select Statements (Download a monthly statement or create a custom one)

Statement Wise

Step 5: Set the report parameters

file format

In the opened window, do the following:

Select the date — usually, the previous month is chosen.
Choose the currency or specific account. To include all accounts, click “Select all”.
In the file format field, choose CSV, PDF, XML or other format.
Click the “Download” button.

CSV is a simple table format that can be easily processed by any accounting software.

Statement Params

Step 6: Confirm the download

Wise may request your password or two-factor authentication. Once confirmed:

The CSV file will be packed into a ZIP archive.
Save it to your computer.
Send the archive to your accountant.

Wise password

Conclusion

Regularly sending CSV statements ensures accurate and timely reporting for your company. Use this instruction monthly or whenever your accountant requests it. If you are a GTPartner.ORG client, our accountant will always guide you on what exactly is needed and when.

Article Author

Yauheni Mialik

Founder of Digital Invest OÜ and legal & tax advisor at GTPartner. Expert in Estonia’s e-Residency program, specializing in international business structuring, corporate compliance, taxation, and strategic advisory services. Extensive experience in guiding entrepreneurs through the complexities of establishing and managing successful businesses in Estonia.

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