Product Overview
Generate Schedule D data in TXF and XLS file formats

Import matched or individual trades from Excel or CSV formats

Match up stock and options trades from individual transactions


Purchase
Pay online using credit card
PayPal sign-up not required

$9.88
- purchase notes
- refund policy


Current Release
v1.5.3 - Sep 2014
- upgrade page
- revision history


Requirements
Microsoft Windows
Microsoft Access

No Microsoft Access ?
Get the free runtime
- what is the free runtime ?
- download it from Microsoft

- permissions requirement
- full system requirements


Support
Free online support
- customer support site








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Schedule D Tax Tool
Are you dreading tax time because of 100+ stock and options trades to report ?
Does your tax preparation software only import sales data from your broker ?
Do you track trades in Excel, or can you download them into XLS or CSV format ?
Do you need to generate a standard TXF file for import into your tax program ?


Over 97% Customer Satisfaction
Schedule D Tax Tool is stand-alone desktop software that can dramatically reduce the manual effort of completing the Schedule D and Form 8949 federal income tax forms, used for reporting capital gains. Schedule D Tax Tool makes it easy to get stock and options trade data into tax preparation software.

PROCESS 25 ROWS FREE      10 BROKER IMPORT ISSUES


Save Money On Tax Preparation
Does this situation sound familiar ? You spend $90 on the more expensive investment edition of tax preparation software, thinking that it will let you import your stock and options trades directly from your broker, and effortlessly complete Schedule D in almost no time, only to discover that all the purchase data is missing.

NO PURCHASE DATA IMPORTED, NOW WHAT ?
TXF FORMAT SOLVES BROKER IMPORT ISSUES


Schedule D Tax Tool eliminates the need for the more expensive investment edition.

HOW CAN I SAVE $40 OR MORE ON TAX PREPARATION SOFTWARE EACH YEAR ?


More Efficient
Schedule D Tax Tool makes tax preparation more efficient and more accurate. Each year, do you find yourself hoping that your broker and tax software will interact correctly ? Are you confident that direct download will import all your trade data ? The open solution of Schedule D Tax Tool removes this dependency, and instead gives you control of your data.

OPEN SOLUTION MEANS COMPATIBILITY


More Secure
Schedule D Tax Tool makes tax preparation more secure. Are you uneasy supplying financial institution logon credentials to your tax software ? The open solution of Schedule D Tax Tool means you never have to give out your username and password.

OPEN SOLUTION PROVIDES SECURITY


Schedule D Wizard Saves Hours Of Manual Typing Effort
The Schedule D Wizard is very easy to use, and guides the user through the process of generating a TXF file. You can start with an XLS file of matched transactions, or let Schedule D Tax Tool match up individual transactions for you. Schedule D Tax Tool can even process standard wash sales. The TXF file then imports directly into tax preparation software.

STANDARD WASH SALES


Active traders know all too well that preparation of Schedule D and Form 8949 can be a tedious and lengthy process. Schedule D Tax Tool allows the taxpayer to shift focus to verification of data instead of manual entry.



One-Time Payment, Unlimited Data, Forever License
Various competitors may charge anywhere from $49 to $400 for similar products or services. Many even use annual licenses or subscriptions, making it necessary to pay full price over and over again for the same product. Others charge depending on the number of transactions. Schedule D Tax Tool eliminates all the pricing trickery - one-time payment, unlimited transactions, forever license.


Why not download an evaluation copy ?

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