taxtallee Help
Browse topics and articles to get the most out of your account.
Corporate Actions
Quantity Adjustments (Splits, Bonuses, Consolidations)
A guide to handling events that change the number of shares you own, like stock splits and bonuses.
Cost Base Adjustments (ROC, Capital Calls)
Learn how to record events that change your investment's cost base, such as a Return of Capital.
Handling Mergers & Demergers
A guide to recording complex events like company mergers, takeovers, and demergers.
Handling Ticker & Symbol Changes
How to update a holding when a company changes its stock market ticker symbol (e.g., FB to META).
Dividends & Distributions
Getting Started
Adding Your First Transactions
A step-by-step guide to adding your trade data to taxtallee, whether you're adding one trade at a time or bulk importing from a file.
Adding Dividends & Distributions
Learn how to add or confirm your dividend and distribution income, either one-by-one or in bulk.
Corporate Actions Overview
Learn what corporate actions are and how they can affect your portfolio and tax calculations.
Getting Your First Report
A checklist of essential steps to ensure your tax reports are accurate and complete.
Help Center Overview
A brief overview of the help center and how to find the information you need.
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