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Description language 1Description language 2Description language 3Description language 4
PlatformLicenseASP member
ClassSpecificCategory
NamePublisher/developer
KeywordsDescription
      
TradeAccountant 3.8
Company: Sync Essentials, Inc.
Country: United States of America, California, Mountain View
ASP member: No
Company Web site: http://tradeaccountant.com/
Site of program: http://www.tradeaccountant.com/
Application info: http://www.tradeaccountant.com/index.html
Video: http://www.youtube.com/watch?v=xHELd5eZafA

Author: Henry Gage

Sales email: henry@tradeaccountant.com
Support email: henry@tradeaccountant.com

License type: Demo
Class: Business::Accounting & Finance
Specific:
Categories: Business & Finance :: Stocks & Portfolios, Business & Finance :: Taxes, Business & Finance :: Finance Tools
Platform:
OS: WinOther, Win98, Win2000, WinXP, Win7 x32, WinServer, WinVista
System requirements: 64MB RAM, Hard disk with a minimum of 100mb free space
Language: English
Limitations: Printing enabled in purchased version.

  
Keywords: Cost Basis Software - TAPro, IRS 8949 and Schedule D, Custom Extracts, 10+ Years Experience, Wash Sales, Cost Basis, Marked to Market MTM, Portfolio Management, Reconciliation Tools, Trade Journal, Expire Options, 4797, 6781, Export to Excel or Tax S

For 10 years active traders and leading tax professionals have placed trust in TAPro to simplify managing multiple accounts, manage options exercise/assign/expire, apply splits, reconcile trades and correctly generate gain/loss reports or a .TXF file for Tax Software. Some have used TAPro to find Form 1099 data errors worth $1,000s. Some Form 1099 and Schedule D errors are as large as $200K. This is part of our founder's story and a reason TAPro was created.

You can import data for multiple years and multiple brokerages, then set a data range with a mouse click to report one tax year. Enter trades in any order and TAPro will instantly create tax lots (using FIFO) if the opening trades are before the closing trades.

You can use the Groups/Display View = Change Groups to create manual grouping at any time with mouse clicks. Or change Long trades into Short trades to fix data issues from the Transactions/Display View = Positions - Reconciliation using right mouse while focused on the trade.

You can edit a trade with a double click and modify the Cost Basis. TAPro includes a reconciliation wizard and tools for Short Sale, Options (close hundreds at a time), Market to Market, Corporate Actions and more.

You can also export a transactions file, a symbol file or a corporate actions file, edit, then import corrections.
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Archived

~89.95$
~84.42€
DateVersionStatusRelease history
20 Aug 20133.8Major Update8949 screen view, .PDF writer, 8949 Excel (.csv) and Tax Exchange Format (.txf) export, Wash Sales between and within account controls.
Distribution permissions: The trial version of TradeAccountant can be freely distributed over the internet in an unchanged form.

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