"I have been using almost all of the CFS software since 1994--still can't find anything to match it--for ease of use, quality of resulting product, and pricing. Oh, and by the way, customer service has always been friendl ..." Liz Stettiner, EA, Menlo Park, CA
Schedule D Tools ™
Track Basis and Calculate Stock Sales
Purchase Options
Schedule D Tools $189.00Buy Now
Schedule D Tools Renewal $149.00 Renew
Schedule D Tools plus Network Upgrade$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 April of each 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 10, Windows 8.1, Windows 7, Windows Vista, Windows XP, Windows Server 2016, Windows Server 2012, Windows Server 2008, Windows Server 2003
  • Processor and RAM appropriate for the operating system
  • Minimum 100MB hard drive space
  • Windows printer and a CD-ROM drive