User Guide


What's New in TradeLog

Listed below are new features and functions released in this version of TradeLog. This list only reflects major changes that may affect most users. For complete update details please refer to the Software Download Page on our website.
New Features in version 14:
Get Support Easily
It's easier than ever to get technical support for TradeLog. We added a Get Support button on the toolbar. If you need technical support simply open your TradeLog file and click this button.
A form will pop-up, fill it out and include a detailed description of your problem. Then click Send.
You can also access this function by going to the Help menu, and click on Get Support For This File - we previously called this "Send Files to Support". We hope this new name and toolbar button makes this function more accessible.
Why is this the best way to request technical support? When you send your request our support team will receive the details including your TradeLog data file as well as some internal logs which help us better understand any errors and recent events in the file. Using this information we can provide specific help more quickly. Click here to learn more about this function.
2014 Tax Year Reporting
For 2014 and future tax years, TradeLog will only allow the option to Include Statement Explaining Differences and Adjustments Between Form 8949 and 1099-B.
This statement provides explanation as to why 1099-B data usually cannot be used to generate Form 8949; and it detects and indicates specific situations applying to your Form 8949 reporting. Users may choose to include this statement when filing Form 8949 with the IRS in order to support the accuracy of their return. Click here to learn more about this new statement.