In this section, you'll find various tools to help you prepare your files! There's no charge to use these options and you can reference them as often as you like. We're here to help so if you have any questions, please drop us a line.

(1) Download an excel template for the input file used by the BASIC version;
(2) Download an excel template for the input file used by the 1099B version.

Sample input file used by the Basic Version and the corresponding result file:

(1) Input file;
(2) Result file.

Sample input file used by the 1099B Version and the corresponding result files:

(1) 1099B Input file;
(2) Detailed Results file;
(3) 1099B Output file;
(4) Adjustment Output file.