Tax season without the April scramble.
Cost basis updates with every trade. Wash-sale risk surfaces as it happens. Gains, losses, and quarterly estimates are ready to export — not reconstructed in April.
- Wash-sale detection across all brokerages, not just one account
- Lot-level tracking with FIFO, LIFO, HIFO, and specific-ID support
- Crypto and equity gains in the same workflow
Inside taxes
Document collection
1099s, K-1s, and crypto exchange forms auto-imported from connected institutions. Upload the rest in one place.
Income and deductions reconciliation
W-2, 1099, interest, dividends, and deductions pulled from linked accounts and matched against your actuals.
Gains and losses with wash-sale awareness
Capital gains tracked across every brokerage and exchange. Wash-sale timeline flags risk within the 30-day window — including across accounts.
Tax-loss harvesting opportunities
Scans unrealized losses continuously, estimates federal and state tax impact using your bracket, and surfaces harvestable lots.
Quarterly estimate calculator
Updates your safe-harbor quarterly estimates as income and gains change through the year. No end-of-year surprises.
Tax packet export
Pre-filled Form 8949, Schedule D, and a clean tax packet to hand off to your CPA or import into TurboTax.
Frequently Asked Questions
Does Clarity file my taxes?
No. Clarity prepares your tax packet — Form 8949, Schedule D, and a summary — for you or your CPA to file. It integrates with common filing software.
Does wash-sale detection work across brokerages?
Yes. Wash-sale risk is calculated across every connected brokerage and crypto exchange — a common blind spot when using a single broker's export.
Which cost basis methods are supported?
FIFO, LIFO, HIFO, and specific-ID lot selection. You can override the method per disposal when harvesting losses.
Are crypto transactions included?
Yes. Crypto gains, cost basis, and cross-exchange transfers are tracked alongside equities. Bridge and wallet transfers are matched automatically so they don't appear as taxable events.
Start with taxes. Get the whole picture.
Connect your banks, brokerages, exchanges, and wallets — or see all six surfaces before you start.