Setup

Setup >> Import >> Analyze >> Reports >> Export to 3rd Party Tax Software

I. Determine if TAPro Supports Sync for your Broker:

Check the supported broker list to confirm if customized instructions are provided for your broker.  If yes then follow those instructions.  Otherwise follow these instructions.

See the Supported Brokers List - Click Here

II. TradeAccountant™ Setup:

• Select the Accounts Screen.

• Select the Add button to display the dialog below.
   

• Setup Details:

1. Name The Account:     Enter any name.

2. Financial Institution:    "xyz, none or other".

3. Account Number:         not required

4. Enable Sync Download: n/a

5. Account Username:        not required

6. Password:                  not required

7. Select OK to save the results.

Setup >> Import >> Analyze >> Reports >> Export to 3rd Party Tax Software

Training Videos (with voice): Click Here

Delete the Paperwork. Hit Send.

HOME | PRODUCT | SUPPORT | ABOUT US| PARTNERS | LEGAL

Copyright 2007, Sync Essentials Inc.