Capital Gains Wash Sale 1040 Schedule D Tool

Schedule D with Wash Sale

4797 and 6781 Reports

Track Performance, Manage Risk, Chart Performance. 

 TradeAccountant has more reconciliation tools and features than any similar product.

Free Trial Offer

What Customers Are Saying...

"Thanks for your help.  I was not sure how to reconcile 30,000 trades.  You guys must be rocket scientists..."

"Thanks again for your EXCELLENT support. Really appreciate it..."

Do it Yourself and Save Overview...

    1. Download TAPro:
       - Click the Green button
       - Wait for the save/run dialog and select "Save"
       - Save TAPro to your desktop


Download

 
  2. Install TAPro:
      - For Vista or Windows 7, see the note below
      - Double click on the file you just saved
      - Accept the typical security notifications

  3. Run TAPro:
     - Double click on the TAPro Desktop icon
     - Select Enter License Key
Get a key
(click here)
  4. Sample Data to Experiment With:
      - Click the link to the right and download sample data
      - Within TAPro, use File/Open
Example
(click here)
  5. Brokerage Specific Setup & File Imports:
      - Click the link to the right for Brokerage Setup Help
      -
For assistance email support@tradeaccountant
Setup
(click here)

Vista & Windows 7:

After downloading the TAPro file, hover over the TAPro filename and select R-Mouse, Properties.  Then select the Compatibility Tab.  Then select "Run in compatibility mode".

After launching, accept the publisher not recognized warning.

If the message "unable to initialize the database", occurs when TAPro is launched, do the following.

1) Find the TAPro desktop icon
2) Right click the icon,
3) Select properties,
4) Go to the compatibility tab
5) Check the box for Privilege Level "
run this program as Administrator".

To see a graphic: Click Here

Version 3.6:

Version 3.6 includes: 1) Index Options, 2) Improved FOREX, 3) Quotation Currency Support, 4) Symbol Import/Export, 5) Prices & Currency Import/Export, 6) Sync Download Improvements, 7) TradeStation Same Time Reconciliation, 8) Smart time (fix same time date), 9) Etrade Sync, 10) Misc. improvements like new filter choices by security type.

Version 3.5 and 3.6 are installed into different folders.  If you need to reinstall 3.5, select this link - Version 3.5

Also visit: Supported Brokers Product Information, FAQ or Support.

Renewal/Registration:

If you have a prior version of TAPro installed, open it, select File/Update Registration and copy the key. 

Then apply use it as a coupon during purchase.  If you have a problem with the coupon, complete the full price purchase and notify us.  We can apply a credit after the fact.

Each purchase includes a license key for Unlimited Transactions, Access to Training Videos, Tax Reporting Tips and e-mail support for 90 days.  Generate a Schedule D and other tax reports. 

You can retain multiple years of data.  A purchase in 2010 enables reporting for 2009 and prior tax years.  TAPro is an annual sales model. 

What Customers Say Continued...

"... I look forward to using your product to help with (Sch. D).  ... I put over 1500 transactions through the software to determine my wash sales and it saved me an incredible amount of time..."

"I use TAPro for trading penny stocks.  Decimal precision is important to me..."

"Thanks for converting my data file that was not on your list, I appreciate it."

"TradeAccountant saved my life.  I was able to finish my Schedule D..."

"I have been using your product for the past 4 years.  I tell all of my friends about it..."

"Heard about TradeAccountant in my chat group.  The guy said your software was good..."

TradeAccountant Pro:

TradeAccountant Pro is a Reconciliation and Reporting tool used by thousands of people just like you, including: Tax Advisers, Active Traders and Account Managers.  Use TAPro to generate Gain/Loss reports, including Schedule D (with Wash Sale), 4797 and 6781.  TAPro supports Sync Import for select brokerages.  File imports are supported for most file types (.CSV, .QFX, .QIF, ,OFX and .TXT). 

TAPro supports Stocks, Index Options, Equity Options, Exercise/Assign/Expire of Options, Futures and FOREX.  Watch the video then experiment by entering a trade into the free trial version.  You can also import and export symbol details and transactions to best control your data.  To transfer data between versions of TAPro use File/Save As and File/Open.  Export reports to tax software as .CSV or .TXF.  The current version of TAPro is: Version 3.6

Each purchase includes a license key for unlimited transactions, multiple accounts, access to training videos, tax reporting tips, feature enhancements and e-mail support for 90 days.  To see the official list price select Buy Now below or install TAPro and select Buy Now.

Purchase:

Buy Now

Our promise: If you use TAPro to finish your tax report you save money.
If you can't use TAPro to finish your tax report, we refund your purchase.

Do it yourself or if you want someone to create your reports
Call 408 884 9560
, (8:30 - 5:30 California).

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