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Features (Data Sheet):
TradeAccountant Pro (TAPro) has
over 50 different features, tools and utilities that are useful for
managing trade history or improving trading performance. For more
details -
Click Here.
Schedule D Generation
Process:
1. Import or manually enter trade history in
any order.
2. Import or manually enter trades that were open from the prior year.
3. TAPro will match trades if the opening is before the closing date/time.
License & Limits:
TAPro is an annual license.
When your license expires in 1 year you can still access
your transactions.
Our Support Promise:
Send email
to
support@tradeaccountant.com We respond to help desk
question M-F, 9AM-5PM or by appointment. If you need help
preparing tax reports we can connect you with resources to do the work
for you.
Our Money
Back Promise:
If you purchased TAPro and can't use it to finish your
Schedule D then contact us via e-mail at the address
support@tradeaccountant.com, provide your purchase
reference information and we will refund your money.
Managing Multiple Clients:
TAPro saves multiple accounts
for a client in one database. Create a separate folder for each
client. Then use File/Save As to save a copy of a clients accounts
into their folder. When starting a new client use File/Open to open
their account. Remember that TAPro will focus on one database at a
time so before loading a new database, save the one you are working on.
Convert Excel into a
Schedule D:
If you have trade data in Excel, export it
as a .CSV file then import it into TAPro to generate Tax Reports.
TAPro can import almost any data.
Importing .OFX and .QFX are the easiest and require no thought.
.CSV/Excel files typical require some minor modifications. Sometimes
there are extra characters or some other information that creates
confusion during import.
To see an ideal file format, enter one trade
in TAPro then use File/Export/Transaction History to generate a file.
Then open the file in Excel and observe the format.
When saving your Excel data remember to save
it as a .CSV file. Also before saving the file remember to change
the field format of numbers to remove the "," used as a field separator
for numbers. In Excel select the columns with numbers then select
Format/Cell. Set the format to "Number". The dialog offers a
checkbox to choose if you want to use a field separator - remove the check
mark. |
