StockTax Data File Selection
(Back to Home)In this step you tell StockTax which specific transaction data files on your computer
you would like to be processed for your next report.
Click
on this button in the StockTax main window
(or press 2)
StockTax will bring up the "Data Selection" window:
Click on the button
(StockTax will show the current Broker - in this case DATEK on the button)
StockTax will activate the File Selection window:
Click on the file you would like to process and then click on then "Open"
button.
To select several individual files hold down the "Ctrl" key and click on all the
files you want to select.
To select ALL files ((or a range or files) click on the first file,
then hold down the "Shift" key and click on the last file,
then release the Shift key!
StockTax will show you the currently selected file(s) in the large
gray rectangle:
and also in the StockTax main window next to the button:
If you have selected several files Stocktax will first display the folder
and then all the files selected within that folder:
Saving Text from Clipboard
If you have copied some text to the Windows Clipboard StockTax will ask you
if you want to save the text to a file, before it starts the Data Selection window:
If you confirm with YES StockTax will bring up a "Save As" window and
prompt you for the text output filename.
Once the text is saved StockTax will show you a confirmation box like:
This Clipboard copy function is mainly used for the DATEK web
page save!
Mixed Input Formats
If you have mixed input formats: