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Preferred Partners

Financial/Tax Reporting

Thomson Reuters is pleased to recommend the following provider of Tax and Financial Reporting and Reconciliation. This vendor can help you generate Schedule D Gain/Loss reports.

Please note that the partner link below is not part of the CS Professional Suite website and will open in a new browser window.

Tax and Financial Reporting and Reconciliation

TradeAccountant

TradeAccountant® provides a premium reconciliation and reporting solution used by traders and tax advisers to generate Schedule D Gain/Loss reports for current and prior tax years. With TradeAccountant's helpful import options—including a one-click download option (from select brokers)—you can easily import data, view trades in the IRS Schedule D format, create a Microsoft® Excel® file of Schedule D transactions, and export the file to UltraTax CS. This valuable service, when used in conjunction with UltraTax CS to e-file, makes tax reporting even easier.

www.tradeaccountant.com/tapro.html


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