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Archive for the ‘TradeLog Tips & Tricks’ Category
When TradeLog users fail to follow year end instructions carefully, the result is often problems of some sort. From importing the needed data, to reconciling and ending the tax year — doing these steps correctly can make a difference in the accuracy of reports and more! Here are a few tips when it comes to using TradeLog at the end of the year…
Updating your TradeLog software is very important. Here are some reasons why, as well as tricks for keeping your software up-to-date easily:
If you’ve ever had a Negative Shares Error occur in your TradeLog file then you’ve probably wondered what to do. We have a resource in the TradeLog help file to assist in identifying and resolving negative shares quickly: the Negative Shares Error Checklist.
Why this tip? Trader tax issues are some of the most complex. In fact, many CPAs will admit they do not fully understand the wash sale rule, trader status, and other nuances. It is important that you understand enough about what is required by the IRS, and how to meet those requirements so that you can file accurate taxes and avoid mistakes that could cost you! Here are some suggestions for staying educated…
By Joey Dixon, TradeLog Support Agent
School students and TradeLog users share something in common: upon returning from a brief but a relaxing hiatus, both groups have to reacquaint themselves with the fundamentals of their subjects. To assist in this regard, good teachers provide a curriculum that serves as a guide so the student knows what to expect and how to apply what they’ve learned. Likewise we have provided a guide to necessary TradeLog curriculum for you…
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Next time you need support with a problem in your TradeLog file, here is a trick for best results: use the Send Files to Support function which is built right into the software and found in the Help menu. This function allows you to send our support team the file you are currently working on along with a message about the problem you are having! More
Believe it or not, 2011 is already more than halfway over. Before you know it, tax time will be here again. So the best tip we can give TradeLog users is to keep your data files current — then tax time will be much easier. Here is what you need to do…
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Here is a trick to bring the TradeLog Quick Start Guide right to your TradeLog window with just a few key strokes! Instead of going through the Global Options settings every time, use the keyboard shortcut Ctrl + Q to toggle the new Quick Start Panel either on or off.
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