Maxit

Maxit Tax Accounting is the most comprehensive, automated cost basis and portfolio tax reporting system available-delivering a full range of tools designed to help you track capital gains, generate Schedule D for tax filing and improve investment tax decisions.

It automatically processes corporate actions, including voluntary events, across accounts while maintaining costs basis continuity. Maxit supports all Just2Trade product offerings, including stocks, options, ETFs and mutual funds.

The Maxit Advantage:

  • Tracks cost basis for all investment transactions, including adjustments to cost for corporate actions (splits, mergers, spin-offs, etc.) and wash sales
  • Sets default standing orders for matching sells to tax lots such as Minimize Tax, First In-First Out, Last In-First Out
  • Calculates unrealized and realized gains and losses
  • Automatically generates tax reports, such as the Schedule D
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Copyright 2008
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