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
Pay online using credit card
PayPal sign-up not required - purchase notes
- refund policy
v1.5.3 - Sep 2014
- upgrade page
- revision history
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Get the free runtime
- what is the free runtime ?
- download it from Microsoft
- permissions requirement
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Free online support
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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.
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.
TXF FORMAT SOLVES BROKER IMPORT ISSUES
Schedule D Tax Tool eliminates the need for the more expensive investment edition.
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.
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.
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.
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.
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