I. Importing Data Using Sync:
Your 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.
When TAPro receive a response the message and results are displayed.
II. Import Data From a File:
You can download a .OFX/.QFX "Money/Quicken" file and
import it. For
more details visit the supported brokers page -
You can also import a .QIF or .CSV files but each are a bit more
work. We recommend using saving the data as "Tab" delimited. View our training videos for more details -
To import a file select File/Import/File:
The TAPro import utility is flexible. If you are
using Excel then save the data as "tab delimited." Then during the
import process select "Tab" as the delimiter of the data.
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 of
the same type file to the same account in TAPro.
If there is an error in your profile you may need to select the Edit check box
during the import process so you can make changes.
To remove a profile select "Import Rules/Profile Manager" from the
III. Enter Data Manually:
You can manually enter trades from the Transaction Screen
by selecting the "Add" button.
Export to 3rd Party Tax
Training Videos (with voice):