Customer Support

TXF Express ® is specialized in processing stock and option trade data for import into popular tax software programs. We provide simple and inexpensive solutions to save your time and money on preparing tax returns. If you have any questions or comments regarding TXF Express products or services, please feel free to contact us at support@txfexpress.com or submit questions directly via our online form.

FAQ

iScheduleD Portfolio Manager

TXF Creator

TXF Online

  • TXF Online Quick Start Guide   

    This document provides a brief overview of generating TXF files online. The step-by-step instructions are provided to guide the customer through the entire process, from uploading customer data files to downloading the generated TXF files.

Broker Support

  • TXF Online Support for Broker-Specific Data Formats   

    This document describes a list of online brokers for which TXF Express provides direct support. It provides step-by-step instructions for downloading trade data files from the brokers' sites. This document also explains how to convert non-supported broker trade data to the two generic trade data formats accepted by TXF Online and TXF Creator.

TXF File Import

CNET EDITORS' 4-STAR REVIEW

TXF Creator attempts to save you time and effort with its smooth ability to convert financial files from online investment sites and third-party financial software into tax-friendly formats. Its incredibly simple operation and fast results make for a sure-fire hit with those who invest a lot and file their own taxes.

by CNET EDITORS on October 23, 2009

TXF and Schedule D Made Easy!

Easy to use interface with multibroker support. Outstanding customer service. The ability to set up different portfolio profiles. Being a .jar executable it has virtually no obtrusive footprint. The capability to base the import on custom CSVs.

by rdskins4 on March 02, 2011

Simple, Fast and Does The Job at a Good Price

Importing CSV files from your broker is simple and straight forward. Easier than I thought. Once this is done this application easily calculates a schedule D for any year you choose. I imported each year separately as CSV files all the way back to 2004. This app took everything and saves it all together so you have it in there. You just keep adding to it as the years go by.

by fuzzsdad on February 17, 2011

Greatly Simplifies Tax Preparation for Active Traders

It's tax time and iScheduleD Portfolio Manager unlike any other I've seen offers the simplest way to bring multiple brokerage transactions together, with the ability to quickly modify the CSV files ahead of import for those special positions that require manual-cost basis adjustment. Nothing around I've found to do this, and I've looked extensively. I'll be recommending this to any of my friends who are active traders.

by grinnibrit71 on March 10, 2010