schirallicpa Posted April 4, 2011 Report Share Posted April 4, 2011 I was a little nervous about this - after all, don't like to get too technical with the computer stuff. But I had my client's broker send me an excel file of the data. Just save as a CSV, import from the sch D import tab, and presto. It worked great. Just kinda proud of myself..... 1 Quote Link to comment Share on other sites More sharing options...
kcjenkins Posted April 4, 2011 Report Share Posted April 4, 2011 Yes, that really is a nice feature, especially as all the brokerage houses now do provide downloadable reports in excel format. Quote Link to comment Share on other sites More sharing options...
HV Ken Posted April 4, 2011 Report Share Posted April 4, 2011 I had my client's broker send me an excel file of the data. Just save as a CSV, import from the sch D import tab, and presto. It worked great. Yes, I started using it last year. Clients like it cause now they get an itemized list of their transactions in an easy to follow format, rather than a one line consolidated and attach the statement to the 8453. Lord knows there is no way I am typing every one of those in one at a time! Quote Link to comment Share on other sites More sharing options...
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