Periodic backups are recommended.
If you are upgrading, launch TAPro and use File/Save (Backup) as a
precaution. TAPro is designed for usage on MS Windows
Install the new version:
- Download the new version to your computer.
- Double click on the file to start installation.
- Follow the instructions.
Launch the new version:
- TradeAccountant will restore and load your version 3.X data.
- Select Helpful Advise or Reconcile Gain/Loss for guidance.
- Also see our support page for tips and demo videos -
- You can run a Tax Report as soon as data is imported.
If TradeAccountant encounters
- Launch TradeAccountant.
- Select CTRL-R and remove the current registration information.
- Restart TradeAccountant and enter your license key.
- Send us email if this does not work.
If the desktop short cut seems confused:
- Delete the shortcut manually.
- Install TA again, this time select Repair.
If you experience technical difficulty, e-mail: