Trader taxes done right.
TraderFyles is cloud-based, powerful, easy-to-use trader tax reporting software for all.
Tax Reporting Tools for Precision, Accuracy, and Efficiency
Unveiling 1099-B Match & Audit My Broker for Trader Tax Reporting
1099-B Match™
Effortlessly automate your Schedule D/Form 8949 Reporting. Simply drag and drop as many Form 1099-B PDF files as you have from any brokerage, generate the report, and if it’s all good, click on ‘Generate Docuements’.
Need adjustments? Our Error Reconciliation lets you add any missing transactions, ensuring accuracy.
Audit My Broker™
Whether you’re using cash or Sec. 475 Marked-to-market accounting methods, this tool performs an accurate independent calculation of your profit/losses.. From flagging wash sales to accurate reporting based on those sales, get the confidence in your trader tax reporting that you deserve.
Plus, Plenty of Reporting Capabilities
- Permanent Disallowed Wash Sale Reporting
- Wash Sale Deferral Reporting
- Consolidated Trade Reporting
…and more
No more clunky software downloads on your PC. Get started today.
TraderFyles is fully cloud-based and accessible on any device. All you need is an internet connection. Our software is recognized as highly innovative software for trader tax reporting.
and more!
Why Traders Choose TraderFyles
Traders and tax professionals use our cloud-based software to manage tax reporting, wash sales, and streamline their tax filing. You should too.
Wash Sale Reporting
Manage wash sales effectively and avoid unnecessary surprises
Automated Schedule D/Form 8949 & Form 4797 Reporting
IRS-ready tax forms in minutes.
Crypto Support
Easily incorporate your cryptocurrency transactions.
Error Checks
Find and fix errors in your transaction history.
Time-saving Automation
Say goodbye to manual calculations.
Bulk Import
Add as many brokerage accounts as you have.
For Tax Professionals
Everything for traders, plus…
Client Management Dashboard
Tax Software Integration
Increased Profit Margin
Pricing Plans
Empower your trader tax reporting with our tailored plans.
Standard Features
- Cash
- Sec. 475 Marked-to-Market trader
- All investment types (stock, options, etc.)
- Crypto support
For Traders
Free Tier
Perfect for New Traders
- IRS Form 8949 & Schedule D
- IRS Form 4797
- Comprehensize tax reports
- Unlimited brokerage accounts
- Unlimited revisions
- TurboTax export
- CSV file import
- PDF file import
- Priority support
Most Popular
Essential Tier
Ideal for Regular Traders
- IRS Form 8949 & Schedule D
- IRS Form 4797
- Comprehensize tax reports
- Unlimited brokerage accounts
- Unlimited revisions
- TurboTax export
- CSV file import
- PDF file import
- Priority support
Active Tier
Optimized for Frequent Traders
- IRS Form 8949 & Schedule D
- IRS Form 4797
- Comprehensize tax reports
- Unlimited brokerage accounts
- Unlimited revisions
- TurboTax export
- CSV file import
- PDF file import
- Priority support
Best Value
Premium Tier
The Ultimate Choice for Professional Traders
- IRS Form 8949 & Schedule D
- IRS Form 4797
- Comprehensize tax reports
- Unlimited brokerage accounts
- Unlimited revisions
- TurboTax export
- CSV file import
- PDF file import
- Priority support
For Tax Professionals
Tax Pro
Perfect for New Traders
- Client management dashboard
- Tax software integration including Drake, ATX, CCH - Prosystem FX, and more.
- Unlimited, secure client data storage
Add-Ons for Tax Professionals
Tax Professionals can enhance their subscription with our tiered plans for additional credits at a discounted rate
