Today we released TAPro 3.8.00.14.01.20 (January) as a free upgrade for existing customers.
This notice is sent from our support site. We will also send notice through our subscription site.
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This Build Includes:
- Wash Sale Event Summary Report Totals
- Control for Holding Period Method (Date or Days)
- Research Tab Edits (remove old links and simplify)
- Control for Wash Sales Between Eligible Accounts and Within Accounts
- TAPro-CB (Cost Basis) released for usage by trust funds and brokerages
- Wash Sale Event Summary show sublot lots even if they don't have a wash adjustment.
- Basis Adj/Wash Adj when sublots sold at a gain followed by a lost with same parent lot.
When installing on Win7 or Vista, hover over setup_TAPro_3.8.exe and select Right Mouse, then "Run as administrator".
(In case your browser is caching old content, select CTRL+Refresh while focused on the site)
Load Data Details:
1. Open the prior version and select File/Save As Backup.
2. Open the new version and select File/Open/Replace With TA 3.X...
Questions and FAQ:
Or call and talk with a team member: 408 884 9560.
Member of TA Support Team