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Trade Accountant

A tax preparation application designed by Sync Essentials.
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Trade Accountant™ PRO 2001/2002

Schedule D Made Easy. Trade Accountant PRO is a multi-user/multi-client tool specifically designed for tax professionals with active investor clients, to quickly import data and easily calculate and generate a Schedule D report.

Quickly import data and easily calculate and generate a Schedule D report

  • Capture & Import trade data from Excel®, Quicken® and Microsoft® Money.
  • Monitor & Maximize your clients’ gain/loss strategy throughout the year.
  • Manage & Reconcile multiple accounts for multiple clients.
  • Report & Export capital gains/losses directly in Schedule D format and other professional tax file formats to complete the IRS e-file process.

Capture & Import Trades

Gather your clients’ stock transaction history for multiple brokerage accounts on your PC. Records are kept safe and secure in one centralized file on your desktop. Buy and sell transactions are displayed in a simple table for quick reference. Quickly import transactions from Excel® (.CSV), Quicken®, Microsoft® Money and other leading file formats.

Monitor & Maximize Positions

Track the performance of your clients’ investments as the market changes. Monitor all positions and perform “what if” scenarios in multiple accounts to keep posted of their change in value. Trade Accountant puts you in control by providing a snapshot of your cost basis and unrealized gain/loss-by account, by security and by lot.

Manage & Reconcile

Trade Accountant enables you to view and quickly match bought and sold positions. Choose FIFO (First In/First Out) to automatically group hundreds of trades in seconds, or manually match specific lots side-by-side, for each security to better determine gain/loss consequences.

Report & Export

Trade Accountant makes tax reporting easier! Your grouped transactions can be printed directly in IRS Schedule D format for attachment to tax return, exported to professional tax software including TaxWise® and other standard tax file formats.

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