When your reports have not been refreshed in a while, you might notice:
- The wrong year at the top of tax forms
- Sell Without Buy errors disappear unexpectedly
- Capital Gains/Losses are incorrect
Instructions to refresh reports:
- To refresh the reports, begin at the Import Transactions page.
- Click the orange Next Step arrow in the top right corner.
- Click the orange Continue arrow in the top right corner.
- Choose an accounting method (FIFO, LIFO, HIFO).
- Then View Reports.