I. Enter Data Using Sync:
The First Sync Download:
The first download requests a large date range. The download time
required depends on the amount of data. If the request is too large
and the server is busy then the process might time-out.
Consider reducing your first request to the prior tax year until today.
From the Sync menu, Sync/Change Date Range.
Change the From Date to the beginning of the tax year of interest.
When finished return to this menu and change the setting to Automatic.
This way TAPro will manage the "To" date.
The Sync Download Steps:
(from any of the places offered).
TAPro contacts the site and wait for a response.
The performance of the download process depends on the time of day, the
number of users accessing the shared server and the speed of your internet
connection. For this reason we recommend a first download early in
the tax season and during off-peak hours.
After the response is received, it is processed by the receiving server.
The first check is for a valid Username/Password.
After processing, TAPro starts a search for Cancelled Trades. The
performance of the Canceled Trades process depends on the total number of
Such trade are saved to a file.
Allow the process to finish. If you are working on something else
and your system seems quiet, it might have finished and there is a buried
menu waiting for your reply. Look at the task bar. If more
than one TAPro task appears, then inspect them to see if TAPro is waiting
for your reply.
II. Import Data From a File:
You can import a .OFX/.QFX "Money/Quicken" file. For
more details visit the supported brokers page -
You can also import a .QIF or .CSV but each are a bit more
work. View our training videos for more details -
To import a file select File/Import/File:
There are a variety of different file formats and layouts.
The TAPro import utility is flexible. When you start an import select the
file that you want to import and TAPro will determine if it needs
guidance. If guidance is needed then follow the steps in the menus
that appear. At the beginning of the process create a new profile
name or select an existing profile. TAPro will attempt to reuse this
profile for each import.
To remove a profile select "Import Rules/Profile Manager"
from the File/Import menu. Because this broker support Sync and .OFX
file import we will not spent more time on this.
III. Enter Data Manually:
You can manually enter trades from the Transaction Screen
by selecting the "Add" button.
Training Videos (with voice):