Schedule D & Other Reports

With GainsKeeper, advisors and accountants can file clients' taxes easily and accurately.

Need Reporting Feature
Prepare Schedule D for clients GainsKeeper generates Schedule D for tax filing.
Export clients' tax information to tax preparation software GainsKeeper is compatible with the most popular tax preparation software packages.
Create custom gain/loss reports GainsKeeper has customized reporting tools, including Income/Loss Form 4797.

Prepare Schedule D for clients

Once your client's trade history is recorded in GainsKeeper, capital gains and losses are tracked and a fully populated IRS Schedule D and D-1 can be generated for tax filing. As long as the necessary transaction data has been entered in GainsKeeper, Schedule D for any year from 1999 forward can be generated.

Export clients' tax information to tax preparation software

From GainsKeeper your client's Realized Gain & Loss Report can be exported to many tax preparation software packages, including CompleteTax?, TurboTax? and TaxACT?.

Create custom gain/loss reports

With GainsKeeper's custom reporting tools, advisors and accountants can create many different HTML and PDF reports, such as non-taxable reports and custom date range realized and unrealized gain/loss reports.

For clients who are active traders and have made the mark-to-market election with the IRS, GainsKeeper will generate an Income/Loss Report that will supplement IRS Form 4797 for tax filing.