Workflow Guide
U
Workflow Guide
Tax Reporting
How to Connect Univest - Personal 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
Univest - Personal-specific considerations
- Monitor Univest - Personal balances, merchant-level spending, recurring bills, direct deposits, and transfer activity in one Clarity dashboard so you can review Univest - Personal with real trend lines, balances, and history instead of checking Univest - Personal in isolation or rebuilding the same context each week.
- Compare Univest - Personal with brokerage accounts, crypto balances, liabilities, and total net worth, which makes it easier to explain whether activity from Univest - Personal changed liquidity, diversification, or total net worth across your broader financial picture.