TaxMan74 Posted February 7, 2013 Report 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
Terry D EA Posted February 7, 2013 Report 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
TaxMan74 Posted February 7, 2013 Author Report Posted February 7, 2013 Thank you. I can convert excell to PDF as well. Quote
Kea Posted February 7, 2013 Report 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
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