Our team will customize an instance of TA Online to meet your needs. TradeAccountant Online (TAO) offers a combination of web based gain/loss reporting for securities (Schedule D), Wash Sale and Cost Basis calculations, a private folder for sharing client data and guest/visitor login with account level access control. With TAO, help is only an invitation away.
TAO is a web based solution, designed with simplified reporting in mind. TAO includes a transaction history list view, data download, gain/loss reports, a private folder for sharing documents and export to tax software in standard formats (including .txf) and custom formats, or save a report as a .pdf.
TAO supports sync and file import from select brokerages, plus import from .CSV (Excel®) in TA format and import of .QIF/.QFX (Quicken® format) and import from .OFX (Money® format).
Our team will also create custom interfaces for import/export and develop custom reports to meet your unique requirements.
A Trade Journal
Transactions are displayed in a simple table for quick reference. TAO includes column and sort controls. Select a year of interest and view transactions or generate a report for that year.
TAO standard reports include Schedule D, Schedule D Summary in .csv, Not Grouped Summary, Schedule D as .txf, Symbol Details and Transaction Details. Tax Advisers use the reports page to obtain the information they need to complete a detailed reconciliation, when needed.
Productivity and automation are great, but sometimes account holders need the help of a trained professional. Your private folder is a place to invite a tax adviser, or friend, to access your transaction history, reconcile your data and upload a reconciled report.
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