schirallicpa Posted April 4, 2011 Report 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
kcjenkins Posted April 4, 2011 Report 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
HV Ken Posted April 4, 2011 Report 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
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