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How can I run fresh tax reports?
How can I run fresh tax reports?

To run fresh reports, follow these steps!

Morgan avatar
Written by Morgan
Updated over a week ago

When your tax reports have not been refreshed in a while, you might notice:

  • The wrong year at the top of tax forms

  • No Tax Results displaying in your taxes tab

  • Capital Gains/Losses are incorrect

  • Holdings are incorrect

Step-by-step instructions to run fresh tax reports:

Step 1: Click the Import tab at the top of your account page.

Step 2: Click the Refresh button in the top right corner.

Step 3: Once your Tax Calculation has been updated (it may take a few minutes or more if you have a large account!), you will be brought to the Taxes page where you can select the green View All Forms button from the Tax Forms box to view your reports:

Note:

You may run into a page that states you have Probable Missing Data. You can select "Just Show My Report" to view your taxes. You CAN go back to review those issues later after running fresh reports.


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