Overview
Schedule D Tax Tool revision history

current release 1.5.3
release date SEP 2014

v1.5.3
-ENHANCEMENTS-
  • renamed wizard to expert wizard
  • added standard wizard with extra help
  • added support for newer .xlsx file format

-CHANGES-
  • moved wizard to main window from popup dialog
  • added ability to minimize app while running wizard
  • reorganized and redesigned user interface
  • made cosmetic changes to main window
  • made cosmetic changes to wizard
  • made cosmetic changes to footer area
  • made cosmetic changes to ABOUT dialog
  • made cosmetic changes to header area
  • removed wizard step to select run defaults
  • set defaults to automatically use last run
  • updated DATA TYPE dialog to include types D-E-F
  • updated help file, and corrected minor errors

-FIXES-
  • fixed potential division by zero error on progress bar
  • deleted unnecessary warning dialog to save source file
  • fixed process flow error when wizard run is cancelled
  • fixed descriptions of Form 8949 types in DATA TYPE dialog

-SYSTEM- (transparent to user)
  • deleted internal revision history tracking
  • added setup defaults macro for release process

-INSTALLATION-
  • fixed broken (outdated) links in installation file

v1.5.2
-CHANGES-
  • Updated footer links with new company site URLs
  • Updated help file with new company site URLs
  • Made minor cosmetic changes

v1.5.1
-ENHANCEMENTS-
  • Added record keeping worksheet for matched 2 runs
  • Added unadjusted totals row on record keeping worksheet when wash sales selected

-CHANGES-
  • Added new wizard step for type A-B-C of form 8949
  • Made cosmetic changes, mainly related to type 8949
  • Rearranged columns on record keeping worksheet
  • Updated help file, mainly for type 8949

-SYSTEM- (transparent to user)
  • Renamed Headers to FirstRow for consistency

v1.5.0
-ENHANCEMENTS-
  • Added application icon
  • Added error detective
  • Added exceptions log for matched runs
  • Added standard wash sales for individual runs
  • Added unused wash sale adjustments sheet to results file
  • Added XLS source file preparation checklist

-CHANGES-
  • Changed [More Info] to [Help]
  • Changed log to XLS format and added as exceptions sheet to results file
  • Consolidated directory preferences
  • Redesigned user interface
  • Removed requirement to use [Exit] button for program shutdown
  • Updated example XLS source files
  • Updated exceptions log for individual runs
  • Updated FAILURE dialog
  • Updated help file
  • Updated success checklist

-FIXES-
  • Added [Buy Date] and [Wash Sale] to export sort order
  • Added check for import of empty source file
  • Added check to prevent circular reference error
  • Added invalid data checks for each column on import
  • Fixed help error on FIRST ROW dialog

-SYSTEM- (transparent to user)
  • Consolidated similar and duplicate processes
  • Reorganized functions into more logical groups
  • Updated common (re-use) functions from external reference file
  • Updated link hover process
  • Updated main window size process
  • Updated shutdown process
  • Updated startup process

-INSTALLATION-
  • added auto-run on exit

v1.4.2
-ENHANCEMENTS-
  • Added auto save selections from most recent run as user defaults
  • Added export XLS in IRS format

-CHANGES-
  • Added automatic overwrite for XLS file
  • Added pretty print export XLS for matched-1 runs
  • Removed PROGRESS dialog on small runs
  • Removed TERMS OF USE from MAIN dialog
  • Updated help files
  • Made cosmetic changes

-FIXES-
  • Added check for directory exists prior to run
  • Fixed A2007 cosmetic errors
  • De-activated (grayed) PREV in GET STARTED dialog
  • Fixed reset of wizard data in DATA FORMAT dialog

-SYSTEM- (transparent to user)
  • Improved error messages
  • Made system improvements in AutoMatch

-INSTALLATION-
  • Added information on read-only permissions
  • Added information on Microsoft Access requirement
  • Removed LAUNCH checkbox
  • Made cosmetic changes

v1.4.1
-ENHANCEMENTS-
  • Added sort-by-source for matched runs

-CHANGES-
  • Updated with new version of help package
  • Made minor cosmetic changes

-FIXES-
  • Added secondary sort-by-date when sort-by-security selected
  • Added secondary sort-by-date when sort-by-symbol selected
  • Added Wash Sale section for GENERATE dialog
  • De-activated (grayed) sort-by-security for matched-2 run, since not allowed
  • De-activated (grayed) sort-by-symbol for matched-2 run, since not allowed
  • Fixed A2007 cosmetic errors
  • Restored lost focus after file selection in FILE dialog

v1.4.0
-ENHANCEMENTS-
  • Added transaction pair SELL OPEN-BUY CLOSE
  • Added ability to manually mark wash sales on matched runs
  • Updated XLS examples to reflect additional scenarios and transaction pairs
  • Added TYPE column to XLS results
  • Added footers next to MORE INFO links
  • Improved accuracy of estimate-to-complete when less than 60 seconds
  • Enhanced exceptions file
  • Added more information on SUCCESS dialog
  • Added more information on FAILURE dialog
  • Added alpha column to DATA LAYOUT dialog pick lists

-CHANGES-
  • Renamed transaction pair SHORT-COVER
  • Renamed transaction pair BUY OPEN-SELL CLOSE
  • Renamed PRICE to AMOUNT to distinguish from PER-SHARE-PRICE
  • Removed stray sales from XLS results, instead only write to TXT exception log
  • Resized application window to make smaller
  • Added MATCH MODE as wizard step for individual runs, and deleted from preferences
  • Deselected 1904 preference on XLS examples
  • Centered XLS results SYMBOL and DATE columns
  • Changed color to red for capital losses on individual runs
  • Increased allowed length of [Description] to 80 on matched runs
  • Made cosmetic changes

-FIXES-
  • Changed date format in TXF from [mm-dd-yyyy] to [mm/dd/yyyy] - TaxCut issue
  • Fixed error in which ribbon-bar was displayed on Vista
  • Fixed error when using no-headers under matched scenario
  • Fixed save-position of main window on exit
  • Fixed screen-flash transition from wizard dialog to dialog
  • Fixed error in which toolbar environment not completely restored on exit
  • Fixed DATA LAYOUT dialog ""Overflow"" error in certain situations
  • Added transaction pairs date check during auto-match

-SYSTEM- (transparent to user)
  • Made development changes to improve structure

v1.1.0
-ENHANCEMENTS-
  • Added support for "Sell Short" and "Buy To Cover" types

-CHANGES-
  • Changed interface to use wizard to process data
  • Added "Match Mode" preference to match-by-symbol or match-by-security
  • Made cosmetic changes

-FIXES-
  • Added "Display Mode" preference to address differences in Access and Vista

-SYSTEM- (transparent to user)
  • Added more error handling routines
  • Changed Excel automation to late binding

v1.0.2
-CHANGES-
  • Added PRODUCT ID to ABOUT dialog
  • Made cosmetic changes

v1.0.1
-CHANGES-
  • Made cosmetic changes

-FIXES-
  • Fixed error when Auto-Match [Quantity] exceeded 32767
  • Fixed error when Auto-Match [Security] exceeded 80 chars
  • Fixed error when Auto-Match [Type] exceeded 16 chars

-SYSTEM- (transparent to user)
  • Added more error handling routines

v1.0.0
  • Initial release