Behind every trade,
a record that matters.
Turn brokerage exports into a clearer review story. Organize the activity, keep the source in sight and prepare for a more productive tax conversation.
An optional module for your KBPOS Core workspace.
The market moves fast. Your records deserve a clear view.
Multiple exports. Different transaction types. Questions that only make sense when the source is close at hand. Build a more organized starting point for your qualified tax professional.
Keep the evidence close. Make the conversation clearer.
Import supported brokerage CSV activity, add your tax-year context and review the reported exceptions. Bring the original statements to the professional who will determine the treatment.
Know what came in
Retain the brokerage, source file and import history.
See what needs a look
Review duplicate counts, reported exceptions and activity summaries.
Add the context
Keep the tax year, account use and questions alongside the imported records.
Clarity before conclusions.
These are preparation tools for professional review. They do not execute trades, determine tax treatment or file returns.
A more organized handoff starts here.
Find the part of your day you want to make clearer. Explore the current tools, one area at a time.
Prepare records your reviewer can work with
A structured starting point for the tax conversation.
Brokerage CSV imports
Upload authorized exports with a brokerage name and supported date format. Keep original statements available for your reviewer.
Normalized transaction activity
Organize supported buy, sell, dividend, fee and other brokerage events into consistent review records.
Trader & tax-year profile
Record the tax year, primary brokerage, account use, residency and review status, with notes for your professional.
Source-linked import history
Review file names, brokerage names, import dates and imported activity counts.
Duplicate & exception visibility
See duplicate counts and exceptions reported during import so the reviewer can focus on records that need attention.
Activity & symbol summaries
Review counts by activity type and observed symbol to understand the scope of the imported records.
Permission-based review
Keep imports and review records scoped to the organization. Read-only roles can review without importing or changing the profile.
Available actions depend on your plan, role and any required provider connections. Demo records and visual previews are fictional.
From export to your next tax conversation.
- 01
Gather your exports
Collect authorized brokerage CSV exports and retain the original supporting statements.
- 02
Import and add context
Select the correct date format and record the year, brokerage and questions in your profile.
- 03
Review with your professional
Use activity summaries and exception flags to guide the next conversation and identify missing information.
Build the setup that fits.
Business add-ons work with KBPOS Core. Professional services and any setup work are scoped and quoted separately.
Explore related professional support →Core + Trader Tax Records
$164 USD / month
- KBPOS Core
- $125
- Trader Tax Records add-on
- $39
Core includes 5 internal users. Additional capacity and applicable taxes are separate.
The setup request does not subscribe you or take payment. Existing clients can review their subscription in the client workspace.
Good questions.
Straight answers.
Know what you’re choosing before you take the next step.
Talk it through with us ↗Does this calculate my tax bill or file a return?
No. Activity and symbol counts do not calculate gains, losses or tax due. The workspace does not determine tax treatment, prepare a final tax result or automatically file returns.
Does it connect to my brokerage or execute trades?
No. The current workflow imports CSV exports. It does not connect to brokerage accounts, place orders or make investment recommendations.
Does every brokerage CSV work without adjustment?
Exports must contain supported, clearly labeled fields and transaction types. Ambiguous dates or unsupported activity may require clarification before import.
Does a review flag mean something is wrong?
A flag is a prompt for qualified review, not a finding of wrongdoing or a tax conclusion. Keep source statements available for your professional.