Tax Data FAQ

Here are frequently asked questions about Tax Data Utility

What can it do for me?

This software helps IMPORT of trade transactions into TAXCUT or TURBOTAX. from Tax records provided by E*TRADE, Wit Capital, FBR, DateK Online , Data in Excel Sheets and Other financial softwares.

You have been manually entering each and everyone of the transactions into the TAX Softwares and double checking each one of them. The problem is when we have lot of transactions in one year. Entering each one of them and double checking them becomes a nightmare each year.

This TAX DATA Utility automates this nightmare into a easy process. This TAX DATA utility enables you to go the online brokerage sites and capture the tax data directly and build the transactions database and finally export that data into a format that can be understood by the TAX Softwares like TAXCUT or TURBOTAX

It also allows you to import Tax Data from other Money Management programs and merge it with your other data.

Can I import data from other sources?

Yes. You can import data from popular financial programs like Money etc.

Can I enter data manually?

Yes. You can enter data on most of the screen in a user friendly spreadsheet.

What data do I import in this program?

Normally we try to get Tax data from brokerage pages wherever available. But in most case it is transaction data, which is available and this program recognizes it.

What are different brokerage houses whose data is easily accepted?

You will be able to import data from DateK online, E*Trade, Wit Capital, FBR without much difficulty. Other brokers do not allow you to get data more than 90 days prior. However if you have transaction data in spreadsheet, you will be able to Import it without much difficulty

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