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Audit My Broker

Day traders and investors will find our most advanced feature, Audit My Broker, to be the answer to all of their problems. Access advanced tax and wash sale reporting, calculate capital gains, find and fix transaction history errors, and generate tax forms—all in one place. 

5/5
"10/10, highly recommend"
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Johnny R.
Investor
5/5
"Wow, it's so easy!"
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Lindsay P.
Trader
5/5
"Homerun, love it."
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Marcus L.
Entrepreneur
we do the math

Most advanced wash sale algorithm

Looking for an easy way to keep track of your trading activity and stay compliant with IRS regulations? Look no further. Audit My Broker allows you to quickly generate tax reports, manage wash sales, and create unlimited IRS-ready tax forms – all in minutes. No more tedious paperwork or wasted time tracking down information. Simply enter your trade data and let Audit My Broker do the rest.

In addition to being fast and easy-to-use, Audit My Broker is also highly accurate. That means you can be confident that your taxes are being done right – no mistakes, no surprises. So why wait? Get started today!

image of a report from Audit My Broker in TraderFyles app
image showing some of the tax forms available in the TraderFyles app
No more complicated forms

Easy to use forms and documents with detailed reporting

We use all these details to generate your tax forms and custom reports. You can then download these forms for manual filing, automatically connect to TurboTax, or hand them off to a professional CPA for filing.

How it works

The powerful tax software for traders you’ll enjoy using

Import

Import your trades

First things first, import your trading history via CSV upload from all previous and current year(s) into the platform.
Create

Create a tax report

Once all of your trading history is imported, the next step is to choose the account(s) and generate a tax report. You can view a sample report with the link below.
Reconcile

Reconcile any errors

Use our state-of-the-art report summary to visualize and correct any incorrect or missing transactions.
image showing unmatched transactions from Traderfyles app
Generate

Generate tax forms

Generate an unlimited number of any of our forms available

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Plan details

Here’s a detailed breakdown of what comes with each plan.

1 Credit = 1 Transaction

Free

Premium

PRO

Transactions
25 credits
500 credits
Priced individually
Unlimited broker import
Advanced wash sale reports
Cost basis methods
Error reconciliation
Transaction report
IRS Form 8949
IRS Schedule D (Form 1040)
Export to TurboTax
Forum support
Email support
Audit My Broker™
1099-B Match™
CPA custom features
Concierge support

Free

25 credits at sign up

No credit card required.

recommended

Premium

One time payment for 500 credits

Additional credits available. $10 per each 100 lot. 

Pro

Priced individually
One time payment for a fixed amount of credits

Subscriptions available.

Join the experience

Take control of your taxes.

Sign up is free. No credit card required.
blog

Expert tax advice, guides, product updates and more...

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