Getting Started

Sign up, create a client with a tax year, search a fund in Funds lookup, add a fund entry with ordinary income and state—then review exempt vs taxable amounts.

1. Create an account

1. Go to Sign up from the marketing site header.
2. Complete registration and sign in.
3. Optionally create or join a Firm under Settings → Firm.

2. Create a client

1. Open Clients from the main navigation.
2. Click New client.
3. Enter the client name and choose Private or Firm-shared visibility.
4. Save the client.

3. Add a tax year and fund entry

1. Open the client and create a tax year.
2. Use Funds lookup to find the fund by ticker or name.
3. Add a fund entry with ordinary dividend income and resident state.
4. Review line status: OK, Pending, or Not eligible.

4. Export results

When entries are OK, use Generate PDF or Export CSV from the client tax year page.