StockTax Overview        (Back to Home) (Tutorial)

StockTax functions in four easy steps (see sample screen below):

1. Step1: Select your Broker (Example DATEK)
   There are many different ways how your buy/sell transaction data is actually stored and represented.
   In this first step you tell StockTax what type of data you want to process next.
   Click here for Broker Details
2. Step2: Select your Data Files
   In this step you point StockTax to the file or files were your transaction data is actually stored in your computer.
   We suggest to store your files in the designated folder "\StockTax\YourData",
   but you can chose any location on your computer.
   You can save your transactions daily, weekly or monthly etc,
   just make sure you don't save transactions twice and have StockTax process the same transaction twice!
   Click here for Data Selection Details
   You can also enter or add transactions using the MANUAL Transaction Entry
3. Step3: Define Report Details
   In this step you define details regarding your actual report
   Click here for Report Details
4. Step4: Run Report
   That's it - in this step you generate your report.
   The report is saved in a plain text file and can be easily pasted to your WordProcessor
   for printing and final editing before using it for Tax fillings etc.

When you first install StockTax, you will run in DEMO MODE for up to 30 days (Trial period)
Shown in at the StockTax main window:

If you want to continue using StockTax and process ALL your transactions, place your order at:
http://www.ObviousSoft.com/stocktax/order.htm
and complete the REGISTRATION.

StockTax will append to your report an optional trading summary.
Click here for Report Summary Details

If the Transaction fee is not stored with the transaction data,
StockTax is able to calculate the fee automatically

Sample Screen:
StockTax will highlight the current button ("Select your Data Files" in this example):