How to Add Additional Accounts to Exisiting Tax Reports

To prevent you from using an unneccessary amount of credits to create a new tax report and upload additional accounts that you didn't upload to begin with, follow these steps:

Click Tax Reports in the sidebar navigation and find the tax report you would like to add additional accounts to and click View.

Once you are in your tax report, locate the Accounts tabs and choose 'Add' located directly to the right of the tabs.

Complete the required fields and click 'Add' once you are finished.

Note: When you click 'Add', your account will be charged for the additional credits required to add an account. If you are using 1099-B Match, there is no additional charge for adding accounts. If you are using Audit My Broker, there is a 1 credit per transaction charge that will occur in your account.

Not Enough Credits

If you tried to add an additional account and got a message that says 'Not enough credits', you can purchase additional credits lots, 1 lot at a time for 100 additional credits, in Billing and go to Credit Lots.