Excel2TXF Quick Start Guide
A quick tutorial for using the Full-Service option to get your trades from your broker into your tax software
The beauty of the Full-Service option is that we do most of the work! There's just three steps that you need to do to get your data into TurboTax or H&R Block At Home.
Step 1: Download your trades from your broker. Check out our broker page to find specific instructions for downloading the file(s). If you don't see your broker listed, send me an email and I'll help you get it figured out.
Step 2: After completing payment for the Full-Service option, email your file(s) to full_service@investotek.com. We'll email you back your TXF file(s) within 24 hours!
- Remove any account numbers or sensitive information before sending your file(s)
- Please note from which broker(s) the file(s) were downloaded
Step 3: Once your TXF file has been emailed back to you, just follow your tax software's instructions to import the TXF file. And that’s it! You're all done!
Purchase the Full-Service option of Excel2TXF now starting from$15.00
If you have any questions or comments, send me an email.