ACCURATE TRADER
TAX REPORTING
FOR PROFESSIONALS

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.

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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.

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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.

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Professional Features

• Extensive editing tools for needed adjustments
• Use TradeLog software for multiple clients and tax years
• Utilize and support client-provided TradeLog TaxFiles
• Prioritized phone and email support

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TradeLog PRO Software Features

• Supports multiple clients/entities with no limits on TaxFiles
• Unlimited number of TaxFiles 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 TaxFiles created by clients needing professional help
• Create TradeLog TaxFiles 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

- See our Pricing page for details.