Export Schedule D to Tax Software
The Export features provide an electronic method for moving date from TA into a file. This is useful if you wish to use spreadsheet software or tax software.
Export File Types
The File/Export feature creates import ready files for various software. Each destination software has a different preference. The difference between the recommended and alternative exports is one uses -ve sales and the other uses +ve sales to adjust for wash sale.
Export To Tax Software
You can export data from TradeAccountant™ to tax software. From the File menu, select Export/To Tax Software. Select the appropriate file format, account name, and tax year for your export.
Export To Tax Software Dialog Box