User Guide


1. Create New File / Locate Last Year File

Create a new TradeLog tax year data file, or locate your TradeLog tax year data file from last year.
You should have ONE TradeLog data file for EACH Tax Year, and that file should include all the brokerage accounts that will be filed by a single taxpayer return.
  • If this is the first year using TradeLog, please follow these steps for New Users
  • If you used TradeLog last year, then please follow the steps for Previous Users