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I.
Mode, Date and Wash Sales Reminder:
When you first visit the Tax Reports screen you may see a
reminder warning regarding the current settings "Mode
= By Symbol, Not 365 days & Wash Sales is Off".
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The "Mode = By Symbol" warning indicates the Display Mode
is set to one symbol at a time. If you want all symbols then change the Display
Mode. See below.
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The "Not 365 days" warning indicates the calendar is not
set to a standard year. If you want to change the calendar range use
the Date Range, Year and Period controls. See below.
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If the Tax Calendar
has expired then tax lots after the expiration date will not appear.
In this case update TAPro with a new license key. Select "Help/About
TradeAccountant" to see the "Schedule D Calendar Ends" date.
II.
Filtering Security Types to Specific Reports:
TAPro enable you to select a report destination for each
security type. For example if you have options and stocks in one
account you can still direct each type to different reports. Also you can
move trades from one account to another using "Edit/Transaction(s) -
Move..."
To control the destination of a security type use
View/Properties/Tax Reports...
III.
Report Date Range and Accounts:
TAPro allows you to choose the reported date range and account(s).
For example if you choose a prior year then TAPro will report trades that
closed and were grouped in that year. Use the Date Range controls
for this. Use the Account(s) controls to select one or all accounts.
IV.
Schedule D, 4797 & 6781 Reports:
At
any time you can choose to view a tax report by selecting the Tax Reports
screen. To see the report in a standard format, select the desired
Display View then select Print Preview.
Setup >>
Import
>>
Analyze >>
Reports >>
Export to 3rd Party Tax Software
Training Videos (with voice):
Click
Here
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