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Efficient Trader Tax Reporting Awaits You

Are you a trader or tax professional? Choose your path and see how TraderFyles can help you…

I'm a Trader
I'm a Tax Pro

For Traders

Optimize Your Trading Tax Reporting with 1099-B Match & Audit My Broker

image of 1099b match tax report after a user imported form 1099B pdf file
Simplified Reporting
Streamline your trading data into comprehensive, IRS-ready reports.
Time-Saving
Leverage automation to hasten tax prep while ensuring accuracy.
Transparent Pricing
Understand the costs upfront, no hidden fees.

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.

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Transaction Analysis
Take control of wash sales surprising you at the end of the tax year.
Broker Accountability
Check your broker’s statements, ensuring you don’t pay taxes on the wrong amount of income.
Peace of Mind
Trust in the accuracy of your records with thorough audits.

Audit My Broker™

Audit My Broker empowers traders by performing an extremely accurate independent profit/loss calculation, flagging wash sales and more, ensuring you neither overpay nor underpay on your trader taxes.

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image of trader performing an independent capital gain/loss calculation using Audit My Broker from TraderFyles

Why Traders Choose TraderFyles

Traders use our cloud-based app to automate trader tax reporting, manage wash sale effects, and streamline their tax filing. You should too.

Wash Sale Reporting

Track, flag, and report wash sales effectively and avoid unnecessary tax

Automated Schedule D/Form 8949 & Form 4797 Reporting

IRS-ready tax forms in minutes.

Crypto Support

Easily incorporate cryptocurrency trading.

Error Checks

Find and fix errors so you don’t over/under pay in your trader taxes

Time-saving Automation

Say goodbye to manual calculations.

Bulk Import

Add as many brokerage accounts as you have.

For Tax Professionals

Unparalleled Tax Reporting with 1099-B Match™ & Audit My Broker™

image of 1099b match tax report after a user imported form 1099B pdf file
Automated Reporting
Convert complex trading data into clear, IRS-compliant reports.
Efficiency Boost
Save hours with automation, eliminating manual data entry and reducing errors.
Transparent Pricing
Understand the costs upfront, no hidden fees.

1099-B Match™

1099-B Match provides tax professionals with an efficient tool to reconcile clients’ trading transactions. This automation extracts the transaction history from the client’s Form 1099-B PDF in seconds, allows tax pro’s to enter missing transactions for unmatched transactions, and ensures precise reporting, saving time and reducing errors during tax season.

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Transaction Analysis
Evaluate each trade transaction for potential discrepancies and wash sales.
Flexible Pricing
Pay per transaction, ensuring you only pay for what you need.
Enhanced Trust
Offer clients peace of mind knowing their brokerage statements have been meticulously audited.

Audit My Broker™

Audit My Broker is an invaluable asset for tax professionals, offering detailed insights into clients’ trades by performing an independent profit/loss calculation using transaction history, detecting discrepancies, flagging wash sales, and ensuring accurate and compliant tax filings.

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image of trader performing an independent capital gain/loss calculation using Audit My Broker from TraderFyles

Why Tax Professionals Choose TraderFyles

Client Management Dashboard
Manage all of your clients tax reporting in one place, forever.
Tax Software Integration
TraderFyles integrates with Drake, ATX, CCH – Prosystem FX, and more
Increased Profit Margin
Time is money. Spend less time with manual input and enjoy automation!
image of tax professional features like client management dashboard and tax software integrations in addition to permanent disallowed wash sale report, wash sale deferral report, and irs tax forms 8949 & schedule d and form 4797 in traderfyles

Bridging Tax Professionals and Traders to Unparalleled Success

Empowering both sides of the trading spectrum with cutting-edge tools and insights.
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TraderFyles trader tax reporting software is pioneering excellence in tax reporting and automation for traders and tax professionals. Start today and streamline your tax reporting process.

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