TradeAccountant®
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Export to Tax Software

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Brokerage Import >> Analyze (Reconcile) >> Report >> Export to Tax Software

I. Print to Paper

  • Select Print.

II. Export to a File for other Software
  • Select File/Export/To Tax Software
  • Browse the menu and choose a version that meets your needs.

  • From the menu select a desired file format.  TAPro will generate a file that you can open using Excel or the indicated program.  For new formats have your 3rd. party tax software provider contact our support team.
III. Export to TurboTax
  • Select File/Export/To Tax Software (see Export to a File for the screen shot).
  • Select an Export format for TurboTax.  This creates a .txf file that TurboTax can import.

Visit the TurboTax site for details regarding import to TurboTax: Import to TurboTax

IV. Export to TaxCut
  • Select File/Export/To Tax Software (see Export to a File for the screen shot).
  • Select an Export format for TaxCut.  This creates a .txf file that TaxCut can import.

Note the recommended version will place the wash sales adjustments in the Sales column.  This will avoid a complaint by TaxCut but then the Sales total will not match the TAPro Sales total.  The alternative export will use a negative Cost number but TaxCut might complain about this but the Sales total will match the TAPro sales total.

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