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 Add Accounts Page.
- Click the orange Next Step arrow in the top right corner.
- Click the green Tax Calculation button in the top right corner.
- You can then view your reports by clicking either Dashboard or Taxes via your navigation bar!