Setup

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

I. TradeAccountant™ Setup:

• Download and install TAPro (see home page: home)

• Within TAPro, select the Accounts Screen.

• Select the Add button to display the dialog below.
   

• Setup Details:

1. Name The Account:        Any name

2. Financial Institution:       "tradestation".

3. Account Number:            not required

4. Enable Sync Download:    not required

5. Account Username:           not required

6. Password:                     not required

7. Select OK to save the results.

 

Also See one of these topics:

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

Training Videos (with voice): Click Here

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