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Getting Started - 8 Important Steps

 
This guide will help you Get Started using TradeLog in the minimum amount of time.
 
Please do not skip any of these important steps.
 
TradeLog is a tax year software program, therefore you must maintain ONE TradeLog data file (tax file) for each tax year, for each taxpayer return (personal return and/or corporate return). 
 
All brokerage accounts associated with a tax return must be included in the one data file, and must NOT be kept in separate data files.
 
Example:
If you file a joint return and have 3 brokerage accounts between the two of you, these accounts should all be in the same file.  If you also trade in two other accounts that are part of an LLC, then these two accounts must be maintained in a separate data file.
 
You will then end up with two data files for each tax year that you need to file a return.