TaxMan74 Posted February 7, 2013 Report Share Posted February 7, 2013 I have a client who has more than 500+ stock transaction. I'm searching for some document to know how to import excell sheet into Taxwise. Please let me know how to import excell in Taxwise if you have done it? Quote Link to comment Share on other sites More sharing options...
Terry D EA Posted February 7, 2013 Report Share Posted February 7, 2013 I am not a Taxwise user but is there a way for you to create a .pdf document of the broker statement and attach it electronically to the return? I am pretty sure we can do this. I did this last year using TaxWorks and I think I can do it using TaxSlayer Pro. Quote Link to comment Share on other sites More sharing options...
TaxMan74 Posted February 7, 2013 Author Report Share Posted February 7, 2013 Thank you. I can convert excell to PDF as well. Quote Link to comment Share on other sites More sharing options...
Kea Posted February 7, 2013 Report Share Posted February 7, 2013 The TaxWise salesperson said we couldn't import Excel brokerage statements, but we can attach .pdf. I saw at box on the 8949 to check if attaching pdf. I haven't done this yet, so I don't have any specific instructions. I'll need to do this, too. Please share anything you learn. Quote Link to comment Share on other sites More sharing options...
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