Workflow Guide
E
Workflow Guide
Tax Reporting
How to Connect E*TRADE for Tax Reporting
Generate cost basis reports, capital gains summaries, and transaction exports for tax filing workflows.
Implementation steps
- 1
Confirm all relevant accounts are connected and synced through the current tax year.
- 2
Review cost basis calculations (FIFO) and flag wash sale adjustments where applicable.
- 3
Export transaction summaries and gain/loss reports for tax filing or advisor handoff.
Required evidence
- Cost basis calculation (FIFO)
- Capital gains and loss summaries
- Transaction export for tax filing
E*TRADE-specific considerations
- Track E*TRADE balances in the context of total net worth.
- Compare E*TRADE performance against every other account.
- Keep E*TRADE data visible without switching tools.