The application works in conjunction with GruntWorx Organize or GruntWorx Pro, which identify thousands of tax documents. Organize or Pro organizes the scanned source documents in a consistent order, bookmarking and labeling them in a single PDF file. Then GruntWorx Trades automatically extracts the information. Trades listed without a cost basis are flagged for review. GruntWorx Trades complies with Section 7216 of the Internal Revenue Code
Price: $5 per 50 trades; $30, unlimited trades. Copanion: (800-291-2136), www.copanion.com, This email address is being protected from spambots. You need JavaScript enabled to view it.
GruntWorx Trades automatically transforms trade details on scanned 1099 Consolidated Brokerage Statements into a standard Microsoft Excel spreadsheet by extract the following data from scanned statements that have been submitted via the Internets: quantity, security description, purchase date, sale date, sale amount, purchase amount and gain loss.