Getting Started

Welcome to the Traderfyles family! As our newest member, you've unlocked a powerful suite of tools designed to simplify your trading and investment tax management.

Let's get you started with a quick overview of our essential features:

Quick Set-Up Simple steps to set up your Traderfyles Account

Sign-up via Google single sign on or create an account using your email address

Once signed-up you will then enter your user details. If you need a tax report for an Individual use your name and SSN. For Businesses you'll enter your business name + EIN Number.

Next you'll select a plan that suits your needs best. You can read up on our pricing details here

After that you are ready to use the software application.

Platform Features

An overview of our unique tools and features that can empower your tax reporting decisions.

1099-B Match

• 1099-B Match streamlines your trader tax reporting activity by extracting transaction history from your Form 1099-B PDF in seconds and generating IRS Form 8949 & Schedule D/IRS Form 4797.
• It simplifies tax reporting by seamlessly matching transactions, helping you optimize your tax position.
• For a walkthrough on how to use this feature feel free to check out this post: How To Use 1099-B Match.

Audit My Broker

• Audit My Broker empowers traders by performing an extremely accurate independent capital gain/loss calculation to include wash sale adjustments.
• Flags wash sales and more, ensuring you neither overpay nor underpay on your capital gains taxes.
• Advanced reporting to include wash sale deferral reports, permanent wash sales disallowed due to IRAs, and form 4797
• For a walkthrough on how to use this feature feel free to check out this post: How To Use Audit My Broker

Resources & Support

1. Resources and Knowledge: Our Resources and Knowledge Page is your go-to guide for making the most of Traderfyles. Most of your questions and concerns can be answered here.
2. 1099-B Match Feature: Learn to align your trades with 1099-B forms for fast accurate reporting. Check out the 1099-B Match Tutorial.
3. Audit My Broker Feature: Ensure broker accountability and accuracy with the Audit My Broker Guide.
4. Generating Tax Forms: Easily create essential tax forms like Form 1099-B, Form 8949, Form 4797, and Schedule D. Visit Tax Form Generation Tutorial for a step-by-step guide.
5. Understanding Your Tax Forms: Once generated, review our guide on What to Do with Your Tax Forms for best practices on reviewing, filing, and storing these documents.
6. For Tax Professionals Lean how to use the client dashboard to manage all of your clients to create operational efficiencies in your tax workflow.

We are thrilled to have you on board and are committed to supporting your financial journey. If you have any questions or need assistance, our support team is always here to help.

Welcome aboard,

The Traderfyles Team