To assist you better in generating the Schedule D Report
based on your transactions we are now offering this service to you directly
in the simple 4 step process:
1. Submit complete Transaction Data | You send us all your transactions to be processed via email attachment to: pss@pobox.com, email subject should be: Subject: StockTax Request for First Lastname |
2. Receive Quote + Request ID | We check that we can process your type of data and send you a price quote with a Request Identifier |
3. Place Order Online | You place the online order with the Request Identifier |
4. Receive Reports | Once we receive the completed order we
process your transactions and send you the results via an email attachment: 1. Transaction Report IRS Format (sample here) 2. Detailed Transaction Report (%/trade + statistics sample here) |
(The StockTax software itself is no longer available for download - referrals)
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