Products & Services

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. Using our products and services, you can import your capital gains and losses into any tax software program that accepts TXF (Tax eXchange Format) such as TurboTax and TaxCut. You can easily generate Form 1040 Schedule D tax form 8949 (Sales and Other Dispositions of Capital Assets).

iScheduleD Portfolio Manager

iScheduleD Portfolio Manager

iScheduleD Portfolio Manager makes it easy to manage stock and option trades from multiple brokerage firms. This software can manage multiple stock portfolios, import and export stock transactions, calculate wash sales, manage stock splits, generate and print capital gain/loss reports (Schedule D Form 8949).

From $19.99 USD More Info
TXF Creator

TXF Creator

TXF Creator converts stock and option trades from multiple online brokers to TXF (Tax eXchange Format) files with just a few clicks of the mouse. Don't spend hours or even days working on calculations for your capital gains tax forms. With TXF Creator, you can import capital gains and losses into tax software in seconds. Or you can generate Schedule D Form 8949 directly.

From $6.99 USD More Info
TXF Reader

TXF Reader

TXF Reader combines TXF (Tax eXchange Format) records and converts TXF files to CSV (Comma Delimited) files. You can import capital gains and losses from a TXF file into MS Excel to track trades. This software is extremely useful for reducing thousands of trade records to hundreds for import into tax software.

Flat Price $9.99 USD More Info
TXF Online

TXF Online

TXF Online provides a simple and inexpensive web-based solution for processing stock trade data and generating TXF files. All you need to do is to (1) upload a trade data file, (2) make a payment via PayPal, and (3) download your TXF file in less than 30 seconds.

From $2.99 USD More Info


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