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TradeAccountant

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TradeAccountant is a developed by Sync Essentials, Inc. This site is not affiliated with Sync Essentials, Inc. in any way. Read more.
TradeAccountant icon Form 8949, Schedule D, Form 4797 and Form 6781 generation in minute using software. Do it yourself and give the report to your CPA to save money. Including tools for Exercise/Assign/Expire of Index and Equity Options.
Version3.8
LicenseDemo
OS supportWindows 8, Windows XP, Windows 7, Windows Server, Windows Vista
ReleasedAug 20, 2013
Last updatedMay 28, 2014
Total downloads505
Last week50
PublisherSync Essentials, Inc.
User rating
 (1 rating)

Screenshots

TradeAccountant screenshot
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Publisher's Description

From Sync Essentials, Inc.
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.

Specifications

Info URLhttp://www.tradeaccountant.com/index.html
Order URLhttp://www.tradeaccountant.com/offers.html
Download URLhttp://www.tradeaccountant.com/downloads/tapro_setup.exe
Cost$89.95
Install supportInstall and Uninstall
LanguageEnglish
File size22.60 MB
What's new is version 3.8? 8949 screen view, .PDF writer, 8949 Excel (.csv) and Tax Exchange Format (.txf) export, Wash Sales between and within account controls.

Publisher's License Agreement (EULA)

END-USER LICENSE AGREEMENT FOR SYNC ESSENTIALS SOFTWARE IMPORTANT READ CAREFULLY: This End-User License Agreement (EULA) is a legal agreement between you (either an individual or a single entity) and Sync Essentials Inc. (Sync Essentials) regarding the Sync Essentials software you have acquired (the Software). The Software is the property of Sync Essentials or its licensors and is protected by copyright law. By installing, copying, or otherwise using the Software you agree to be bound by the terms of this EULA. If you do not agree to the terms of this EULA, you are not authorized to use the Software. 1. GRANT OF LICENSE: This EULA grants you the following rights. You MAY (a) Use the Software for your own personal use. If you wish to use the Software for more than one user,...

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TradeAccountant is a developed by Sync Essentials, Inc.. This site is not affiliated with Sync Essentials, Inc. in any way. SafestDownloads is a platform that helps you find the software you’ve been searching for. SafestDownloads not only offers a vast catalog of thousands of free programs to choose from, but makes it easy to download them.
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