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:

  • 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!


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