TraderFyles

Tax Preparation & Filing Tools

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TraderFyles offers a cloud-based automated trader tax reporting software designed to simplify the process of generating IRS forms like Schedule D and Form 8949 in just minutes.

Features such as 1099-B matching, wash sale reporting, and seamless integration with various tax software, it caters to both individual traders and tax professionals, ensuring accuracy and efficiency in tax reporting.

TraderFyles can be found in Tax Preparation & Filing Tools categories.

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TraderFyles Main Features

• Bulk Import
  Add multiple brokerage accounts at once to streamline your reporting.
• 1099-B Match
  This feature helps you automate your Schedule D and Form 8949 reporting by allowing you to easily upload your Form 1099-B PDF files from any brokerage.
• Error Checks
  Find and fix any errors in your transaction history to ensure accurate reporting.
• Crypto Support
  Easily include your cryptocurrency transactions in your tax reports.
• Audit My Broker
  This tool checks your profit and losses accurately, helping you understand your tax reporting better and flagging any wash sales.
• Priority Support
  Get quick help whenever you need it with priority customer support.
• Automated Tax Forms
  Generate IRS-ready tax forms like Schedule D and Form 8949 in just minutes.
• Unlimited Revisions
  Make as many changes as you need to your reports without any limits.
• Wash Sale Reporting
  Manage your wash sales effectively to avoid surprises when filing your taxes.
• Time-saving Automation
  Eliminate manual calculations and save time with automated processes.
• Tax Software Integration
  TraderFyles works with popular tax software like Drake and ATX for seamless reporting.
• Client Management Dashboard
  Tax professionals can manage all their clients' tax reporting in one easy place.

TraderFyles Benefits

• Bulk Importing
  You can add many brokerage accounts at once, which makes handling your trades simpler.
• Error Checking
  The software finds and fixes mistakes in your transaction history, ensuring your reports are accurate.
• Cloud-Based Access
  Being cloud-based means you can use TraderFyles on any device with internet, making it very convenient.
• Wash Sale Management
  You can manage wash sales easily, which helps you avoid unexpected tax issues.
• Time-Saving Automation
  The software automates many tasks, which means you spend less time on manual calculations.
• Quick Tax Form Generation
  TraderFyles helps you create your tax forms in just minutes, saving you time and effort.
• Crypto Transaction Support
  TraderFyles allows you to include your cryptocurrency trades, so you don’t miss any important details.
• Client Management for Tax Pros
  Tax professionals can manage all their clients' tax reports in one place, making their work easier.

Who should use TraderFyles?

• Traders
  Traders can quickly prepare their taxes and avoid mistakes with easy-to-use tools.
• New Traders
  New traders can start for free and learn how to handle their taxes without spending money.
• Crypto Traders
  Crypto traders can easily include their cryptocurrency transactions in their tax reports.
• Frequent Traders
  Frequent traders can automate their tax reporting, making it faster and easier.
• Tax Professionals
  Tax professionals can manage many clients' taxes in one place, saving time and increasing profits.

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