Easily generate Form 8949, Schedule D, Form 4797, and Form 6781 in minutes with our software. Save money by doing it yourself and provide the report to your CPA. Our software also includes tools for managing Index and Equity Options.
If you're an active trader or a tax professional, TAPro offers a comprehensive solution for managing multiple accounts and simplifying the process of handling various reports. With over a decade of trust from professionals in the industry, TAPro is a reliable option that can help users manage tasks such as options exercise/assign/expire, apply splits, reconcile trades, and accurately generate gain/loss reports or a .TXF file for Tax Software.
Many users have found that using TAPro has allowed them to identify Form 1099 data errors worth thousands of dollars, while some have caught errors as large as $200K. This is a testament to the software's ability to simplify the process of managing multiple accounts and providing users with the tools they need to stay on top of their finances.
With TAPro, you can easily import data for multiple years and brokerages, then choose the specific data range with a simple mouse click. Furthermore, entering trades in any order is possible with TAPro's ability to create tax lots instantly (using FIFO) if the opening trades are before the closing trades.
Users can also create manual groupings using TAPro's Groups/Display View = Change Groups feature, while correcting data issues from the Transactions/Display View = Positions - Reconciliation using the right mouse button while focused on the trade. Editing trades is also possible with TAPro's double click function, allowing users to modify the Cost Basis easily.
TAPro also includes a reconciliation wizard and tools for Short Sale, Options, Market to Market, Corporate Actions, and more. In addition, users can export various files such as transactions, symbol or corporate actions files, edit them, and then import corrections.
Overall, TAPro is a reliable software option that offers a wide range of features suited for both active traders and tax professionals alike. With its user-friendly interface and comprehensive capabilities, it is an excellent choice for managing multiple accounts and simplifying the process of generating accurate reports.
Many users have found that using TAPro has allowed them to identify Form 1099 data errors worth thousands of dollars, while some have caught errors as large as $200K. This is a testament to the software's ability to simplify the process of managing multiple accounts and providing users with the tools they need to stay on top of their finances.
With TAPro, you can easily import data for multiple years and brokerages, then choose the specific data range with a simple mouse click. Furthermore, entering trades in any order is possible with TAPro's ability to create tax lots instantly (using FIFO) if the opening trades are before the closing trades.
Users can also create manual groupings using TAPro's Groups/Display View = Change Groups feature, while correcting data issues from the Transactions/Display View = Positions - Reconciliation using the right mouse button while focused on the trade. Editing trades is also possible with TAPro's double click function, allowing users to modify the Cost Basis easily.
TAPro also includes a reconciliation wizard and tools for Short Sale, Options, Market to Market, Corporate Actions, and more. In addition, users can export various files such as transactions, symbol or corporate actions files, edit them, and then import corrections.
Overall, TAPro is a reliable software option that offers a wide range of features suited for both active traders and tax professionals alike. With its user-friendly interface and comprehensive capabilities, it is an excellent choice for managing multiple accounts and simplifying the process of generating accurate reports.
What's New
Version 3.8: 8949 screen view, .PDF writer, 8949 Excel (.csv) and Tax Exchange Format (.txf) export, Wash Sales between and within account controls.