"Best software people ever. Always helpful, professional and kind." Jill Martin, CPA, Petaluma, CA
Schedule D Tools ™
Track Basis and Calculate Stock Sales
Purchase Options
Schedule D Tools
First-Time Purchase
$189.00Buy Now
Schedule D Tools Renewal $149.00 Renew
Schedule D Tools plus Network Upgrade
First-Time Purchase
$239.00Buy Now
Schedule D Tools Renewal plus Network Upgrade$199.00 Renew
Schedule D Tools Network Upgrade Only
(Add to cost of single user program)
$50.00Buy Now
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OverviewFeaturesTransaction Types & Reports
Released in late April or early May of each year
Schedule D Tools ™ will allow you to enter transactions through June 30th of the following year and generate reports for the current year and previous tax years. A Realized Gains Report can be printed for the first six months of the following year.


CFS Schedule D Tools ™ contains software tools that keep track of a client's cost basis in stocks across multiple portfolios. The reports in Schedule D Tools ™ include a fileable Form 8949, as well as a Realized Gains and Losses report to produce the net amounts needed for your tax preparation software. Schedule D Tools ™ allows data entry throughout the year for high volume traders, generates reports to facilitate mid-year tax planning, and calculates and correctly reports complicated wash sales—even same-day and cross-portfolio wash sales.

Schedule D Tools Data Entry is for use by tax preparers' clients to enter their own transactions. They can then give the data to the preparer for return and report preparation. The data entry program is for single-client data entry and does not prepare any reports.

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System Requirements
  • OS: Windows 11, Windows 10, Windows 8.1, Windows 7 SP1, Windows Server 2022, Windows Server 2019, Windows Server 2016, Windows Server 2012, Windows Server 2008 R2 SP1
  • Processor and RAM appropriate for the operating system
  • Minimum 100MB hard drive space