Tools Overview

Summary

The Maxit Tax Manager gives you real-time analysis, simplified tax reporting, and identification of "tax-smart" investment opportunities. This cost basis and tax reporting tool processes all portfolio transactions and corporate actions, identifies wash sales, calculates proper tax liability based on the selected accounting method, provides for pre-trade analysis for short- and long-term gain/loss opportunities and renders on demand tax reports (including 1099s) to name just a few of its features.

So when tax season rolls around, it'll be a lot less stressful when you take advantage of this handy tool.

• Check out our tax FAQ section