Accountant Dashboard
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Batch run
Batch runs are for clean files across many clients. For anything that needs review - warnings, trade edits, refinements - open the calculator with the client selected.
Keep this tab open while the batch runs. Files are processed one at a time and are never stored on our servers.
| Client | Account holder | Tax Year | Files | Registered account IDs | Affiliated person's account IDs | Status | Actions |
|---|
| Date | Tax Year | Broker | Dispositions | Net Gain / Loss | Status | Client | Actions |
|---|
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