User Guide


TaxAct® CSV Export

This option exports your TradeLog Form 8949 data to a CSV (*.csv) file which will allow you to import into TaxACT® . A popup dialog box will allow you to provide a name for this file and save it to the "my_documents\tradelog\reports" folder on your hard drive so you can easily find it later when importing into your tax program.
To create a TaxACT® CSV export file follow these steps:
  • After generating Form 8949 in TradeLog, click on the TaxACT® button on the report toolbar at the top of the window.

  • A dialog box will open, type a File name and confirm the location the file is being saved, then click Save. Note: By default TradeLog saves the export files in the MyDocuments/TradeLog/Reports folder.

  • A pop-up box will confirm the export was successful. Click OK to continue.

You can now follow the instructions for Importing Form 8949 Data into TaxACT®