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.
Empower your trader tax reporting with our tailored plans.
Perfect for New Traders
Ideal for Regular Traders
Optimized for Frequent Traders
The Ultimate Choice for Professional Traders
Perfect for New Traders
Tax Professionals can enhance their subscription with our tiered plans for additional credits at a discounted rate
Here’s a detailed breakdown of what comes with each plan.
1 Credit = 1 Transaction
Don’t see your question? Check out our Help Center or ask us a question via email
You get 25 credits for free when you create an account to use to generate as many tax forms as you want using our Audit My Broker™ feature. Audit My Broker™ will use 1 credit per transaction. If you have more than 25 transactions, you will need to purchase additional credits. For more pricing information, go here.
1099-B Match™ costs 1,000 credits per report. You can generate as many tax forms as you want from that report. Audit My Broker™ costs 1 credit per transaction on your CSV. If you don’t know how many transactions you have, upload your files and we will calculate it for you and tell you how many credits you need to purchase. For more pricing information, go here.
You can upload as many files as you need from an unlimited number of brokers.
We recommend everyone starts with the Essential tier for $89 and use the 1099-B Match™ tax report which costs 1,000 credits. It is the fastest way to get the tax forms you need.
If you feel your broker reported your gains/losses incorrectly (this happens more often than you think) or simply just want to check them, you will want to use our Audit My Broker™ tax report. Be mindful this report costs 1 credit per transaction, which can add up fast. We recommend the Active tier for $279 for this. Unused credits never expire and can be used the following tax year. Cancel anytime.
If you are still unsure, please contact sales and we will help you determine which plan is best for you.
Traderfyles imports your transactions reading CSV data you provide, and independently calculates your gain and loss using our algorithm. From there you can generate your tax reports.
Currently we support unlimited accounting linking. When you begin creating your report summary, click the button “Add Account” and name your brokerage account.
We support a large list of brokers and clearing firms and crytocurrency, such as:
and more!
Additionally, we have a generic format that all CSVs can be formatted into for use in our tax reporting tools. Please read this help article for steps on how to format your transaction history into the TraderFyles generic format. If you are unable to format your CSV into our generic format, chat with us directly in the TraderFyles app or email us at integrations@traderfyles.com and we will help you at no additional charge.
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.