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Crypto Tax Reporting (DAC8) FAQ
For European Economic Area (EEA) countries, these obligations will take effect on 1 January 2026.How do I find my TIN? Your TIN (Tax Identification Number) is usually found on your National ID, Passport, or official tax documents (like a tax return or assessment).Published on Feb 23, 2026Updated on May 29, 20263What should X-Perps users in the EEA know about tax and reporting?
However, OKX doesn't generate country-specific tax reports. You may need to use this data with a tax professional or tax software to prepare your filings.2. Which EEA countries have specific rules for crypto derivatives? Tax treatment of crypto derivatives varies across the EEA. Some countries treat them as capital gains, others as income. Check with your local tax authority or a qualified tax advisor for guidance specific to your jurisdiction.3. Do I need to report funding payments separately?Published on Apr 15, 2026Updated on May 29, 2026How can I protect myself from scammers?
If you receive payment and the payer's name doesn't match the buyer's name on OKX, please raise a dispute. We don't recommend accepting payment from a credit/debit card that doesn't belong to the buyer.5. What should I do if I’m scammed in a C2C trade and the other party refuses to refund?Published on Aug 21, 2023Updated on Mar 3, 202612,257How do I change my phone number?
Select Change phone number and follow on-screen instructions to enter your phone number in the New phone number field Note: it's mandatory to link both your phone number and email during the authentication setup. We'll send a 6-digit verification code to both your new and current phone numbers. Enter the code accordingly.Published on Sep 7, 2023Updated on May 29, 2026How do I check the number of block confirmations? (web)
What are block confirmations and the number of block confirmations? Block confirmation is an act in that miners add your transaction into blocks (i.e., data blocks) on the blockchain when you deposit or withdraw. It is important as it makes sure the transaction is difficult to alter. When you've made a deposit, your deposit will be processed and verified by the miners. Once your deposit is verified by a miner, the number of block confirmations will be updated from 0 to 1.Published on Aug 22, 2023Updated on May 29, 2026145How do I check the number of block confirmations? (app)
What are block confirmations and the number of block confirmations? Block confirmation is an act in that miners add your transaction into blocks (i.e., data blocks) on the blockchain when you deposit or withdraw. It is important as it makes sure the transaction is difficult to alter. When you've made a deposit, your deposit will be processed and verified by the miners. Once your deposit is verified by a miner, the number of block confirmations will be updated from 0 to 1.Published on Aug 22, 2023Updated on Jan 29, 2026630How do I migrate my email address or phone number to another account? (web)
What's self-migrating email address or phone number? It's a new feature that allows you to migrate your email address or phone number from a different account to your current account. Your current account remains active while the other account will be closed. Example: if you've an unverified account (Account A) and a verified account (Account B), you can migrate Account A into B. After migration, Account A will be closed and account B will remain as the primary account.Published on Aug 22, 2023Updated on May 29, 2026394What's KYC: What to expect and why it matters?
What's KYC and why is it necessary for me to complete it? KYC, or Know Your Customer, is a regulatory and security process that financial institutions use to verify the identity of their users. It’s a key step in maintaining a safe, transparent, and legally compliant platform for everyone.Published on Jun 24, 2025Updated on May 29, 202666How do I use OKX Wallet Trader Mode for DCA strategy trading?
Any sub-orders that have already entered the transaction flow will run through to their final state (Completed or Failed). Once those are completed, the strategy enters a fully paused state and you can resume it at any time by selecting Resume.Published on May 14, 2026Updated on May 29, 20263What onboarding information is required for the non-profit organization (NPO)?
What's a non-profit organization (NPO)? An NPO is an entity, often tax-exempt, that seeks to serve the public good rather than make a profit. NPOs can operate within one jurisdiction or internationally and can include foundations, charities, non-governmental organizations, political organizations, volunteer service providers, research institutes, and professional organizations.Who are the key persons for an NPO?Published on Oct 13, 2023Updated on May 29, 202672What is sub-account?
A sub-account is a secondary account connected to your OKX account. You can create multiple sub-accounts to diversify your trading strategies and reduce risks. Sub-accounts can be used for spot, spot leverage, contract trading, and deposits for standard sub-accounts, but withdrawals are not allowed.How do I create a sub-account?On the web Open OKX website and login to your account, go to Profile...Published on May 21, 2026Updated on Jun 3, 2026What is trigger order?
This article is for informational purposes only and is not financial, investment, or tax advice. Please do your own research and seek independent advice before making any investment decisions.Published on May 8, 2026Updated on May 29, 2026What's Selected Margin?
Selected Margin is one of two margin modes available when trading X-Perps on OKX; the other being Isolated Margin. Rather than allocating a fixed amount to each individual trade, your collectively selected assets act as a shared pool of collateral supporting all your open positions. Only the assets you explicitly select will count toward your margin balance.How do I set it up? Setting up Selected...Published on Apr 15, 2026Updated on Jun 9, 2026What's OKX Convert?
What's Convert? Convert simplifies the crypto conversion process by eliminating the need for multiple trades or frequent asset transfers between accounts, providing you with a seamless experience. It also allows you to exchange crypto at a lower threshold than the spot market.2. What's the difference between convert and spot trading? Convert uses a quoting model, which differs from the traditional order-matching model used in spot trading, resulting in no transaction fees or slippage.Published on Apr 1, 2026Updated on May 29, 20261What's OKX Card?
What is the OKX Card? The OKX Card is an international debit card (Visa or Mastercard, depending on your region) that lets you pay for purchases and services worldwide. It connects directly to your OKX Pay account, so you can spend your balance seamlessly—without hidden fees or unexpected exchange rate markups. The card is currently issued as a virtual card only. Note: the OKX Card is a virtual card only. We don't issue physical cards.Published on Mar 24, 2026Updated on May 29, 2026118