Accurate Trader Tax
WHY PROFESSIONALS USE TRADELOG PRO
Expert accountants understand the challenges involved with generating accurate IRS-ready tax reporting for their active trader and investor clients:
- Broker-provided 1099-B reporting is typically inadequate for clients with multiple brokerage accounts or who trade in stocks and options
- Wash sale rules are complicated, and few software applications can accurately calculate them
- Many clients are trading more complex instruments requiring special tax treatment – like broad-based index options, ETF options, futures, and FOREX
- Traders who elect Section 475(f) and use the Mark-to-Market (MTM) method require specialized accounting and reporting
TradeLog software has generated accurate, IRS-ready tax reporting for active traders and investors since 1999 and is a trusted tool for CPAs specializing in trader tax reporting. TradeLog PRO allows accountants, tax preparers, wealth managers, and other professionals to prepare TradeLog reporting for clients – whether or not the client uses TradeLog personally.
Prepare IRS Compliant Reporting
- Accurate calculations based on rules for taxpayers, not brokers.
- Produce reporting for Form 8949, Form 4797, Form 6781 and more.
- Simplifies section 475(f) Mark-to-Market accounting procedures and reporting.
Provide Expert Guidance
- Help clients avoid costly wash sale situations using TradeLog’s Potential Wash Sale reporting.
- Provide accounting and performance analysis for complete client portfolio including multiple brokerage accounts – cash basis, MTM and IRA.
Use Professional Features
- Extensive editing tools for needed adjustments
- Use TradeLog software for multiple clients and tax years
- Utilize and support client-provided TradeLog Files
- Prioritized phone and email support
TRADELOG PRO FEATURES
- Supports multiple clients/entities with no limits on TradeLog File Keys
- Unlimited number of TradeLog File Keys can be purchased per tax year (discounts available on bulk purchases)
- Generates reporting for cash basis or mark-to-market accounting methods
- Open and edit TradeLog Files created by clients needing professional help
- Create TradeLog Files for use by clients with a registered TradeLog software license
- One hour personalized start-up support and training session for new users, along with continuing education offered throughout the year
- Prioritized phone and email support for TradeLog PRO users
TRADELOG PRO PRICING
Listed price reflect a base minimum. Contact us to receive a custom quote based on your specific TradeLog PRO needs.
$499 / YEAR
- Subscription periods are for one calendar year and billed annually.
- Prices vary based on number of users and installation requirements. Contact us to arrange a custom quote based on your needs.
ADDITIONAL FILE KEYS
- One File Key required for each client/taxpayer, for one tax year
- One File Key included with each annual subscription
- Volume discounts may be available, contact us for more details