StockTax Define Report Details                  (Back to Home)

In this step you tell StockTax details what about the report details.
Report Deatils ButtonClick on this button in the StockTax main window
(or press 3)

 

StockTax will bring up the "Define Report Details" window:
wpeF.jpg (46691 bytes)

You can select the following Report Types:

  1. Tax Form Schedule-D Report
    This report will show each completed trade in the form required by the IRS for the Schedule-D attachment
  2. Account Balances
    This report will show the account balance, current total Profit/Loss and the last trade

The report is written to a plain text file (default is "\Stocktax\Report1.txt) as shown in:
wpe11.jpg (2576 bytes)

To change that default location click on the wpe10.jpg (2400 bytes) button.

Then you have several Report Options to choose from.

In the Date Filter section you can select only transaction in a certain date range for your report.

In the Sort section you can decide in what sort order StockTax should show the matched transactions.

Click on the SaveB.jpg (1128 bytes) button to save your report details.

StockTax will display the main report details next to the button in the main window:
wpe12.jpg (7059 bytes)

Click on the