01 /
Keep the source records together
Organize broker statements, transaction exports and related documents so the review starts with a clear record set.
TRADERS SOLUTIONS
Turn transaction records into a clearer tax conversation.
Organize trading records for professional review with tax support, focused organizers and optional KBPOS brokerage-record workflows.
Built around traders
Bring organized records to a more productive tax conversation.
Brokerage activity can leave you with statements, exports and supporting records spread across accounts and reporting periods. The challenge is often getting the information into a form that can be reviewed without losing the context behind it.
KanderBooks offers practical record-organization resources, professional tax preparation and planning support, and a KBPOS module for brokerage imports and review records. Choose a focused organizer, a service conversation or a connected workspace based on the level of help you need.
Focus on what moves the business forwardBetter structure.
Better structure.
More useful decisions.
02 /
Make gaps easier to spot
Identify missing periods, inconsistent records and questions that need an explanation before relying on a summary.
03 /
Prepare for human review
Keep the evidence and unresolved questions alongside the figures so your tax professional has the context needed to assess them.
People who help carry the workPut professional support
Put professional support
where you need it.
Delegate an agreed scope to KanderBooks. Start with one service or discuss a combination around your records, workload and goals.
Tax preparation & planning
Discuss your trading activity, record availability and preparation needs. Filing scope and any specialized review are confirmed before engagement.
Explore tax preparation & planning ↗Bookkeeping
Where you operate a business, ask about organizing its financial records and keeping the trading-related source information identifiable.
Explore bookkeeping ↗Financial planning & analysis
Discuss budgeting and cash flow for your business or record-management process. This service is not a promise of investment performance.
Explore financial planning & analysis ↗Services are scoped and quoted separately. A software subscription or template purchase is not required to start a service conversation.
A useful first stepStart with the task
Start with the task
in front of you.
The Trader Tax Activity Organizer Wizard is a focused way to prepare your records for review. Personal tax and estimated-tax resources can support related organization tasks where their scope fits. Check each edition, access term and listing description before choosing a resource.
Online wizard / Focused workflow
Trader Tax Activity Organizer Wizard
Organize stocks, options, cryptocurrency, and futures activity across brokers and wallets, including tax forms, reconciliation gaps, special events, and reviewer questions.
$79.00Website price · See product for access terms
View wizard & access details ↗
Online wizard / Focused workflow
KanderBooks Personal Tax Organizer Wizard - Tax Year 2026
Organize household details, income documents, deductions, credits, payments, and missing items in a secure guided workflow for the selected tax year.
$29.00Website price · See product for access terms
View wizard & access details ↗
Online wizard / Focused workflow
KanderBooks Quarterly Estimated Tax Wizard - Tax Year 2026
Bring income, deductions, prior payments, planning rates, and quarterly reserve checkpoints into one guided estimated-tax planning workflow.
$39.00Website price · See product for access terms
View wizard & access details ↗Find the right resource on KanderBooks
Explore our resource library ↗Explore our resources, compare what is included and review access terms here on KanderBooks. Already purchased on Etsy? Activate eligible access through the Etsy claim page.
A resource purchase is separate from a professional service engagement or KBPOS subscription. Choose the format and access terms that fit your needs.
When you want a connected workspaceBring the daily work
Bring the daily work
together with KBPOS.
Trader Tax Records adds CSV transaction imports, organized evidence and workpapers for professional review to KBPOS Core. It supports record preparation; it does not execute trades, provide investment advice or automatically file tax returns.
KBPOS Core
A shared workspace for financial records, invoices, bills, reports and secure client collaboration.
Loading current price…Trader Tax Records
Import and organize brokerage transactions and supporting records for a human-reviewed tax workflow.
Loading current price…A practical way forward
Clear steps. Shared expectations.Move from scattered files to a clearer review package.
Collect
Gather the statements, exports and supporting records for the accounts and periods being reviewed.
Organize
Use the selected wizard, template or software workflow to structure the information and flag missing pieces.
Review
Bring the organized records and questions to the professional handling your tax work. Confirm treatment and filing requirements in that engagement.
Make an informed next move
A few questions before you choose.
Clear answers help you choose with confidence. If your situation needs a conversation, we’re here to help.
Talk through your question ↗What is the difference between the wizard and the KBPOS module?
The website wizard is a focused resource with its own product scope and access term. The KBPOS module is an optional part of the Core subscription for transaction imports and review workflows. Compare the product page and software pricing before choosing.
Will the tools determine my tax status or treatment?
No automatic determination is promised. Tax status, elections and transaction treatment require a review of your circumstances by the professional handling the work.
Can I start with a tax service conversation?
Yes. Tell us what accounts, periods and records you have and what help you need. You do not need to purchase software first.
Does purchasing a template include tax preparation?
A template or wizard purchase does not include a professional tax engagement unless the specific offer expressly says so. Services are scoped and priced separately.