Introduction To AutoScheduleD

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Introduction To AutoScheduleD

• This is an overview to introduce you to some
  AutoScheduleD basics.
  
• It will take 5-10 minutes.
• Navigate using the buttons to the left.

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Table of Contents
Major features of AutoScheduleD
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Import stock data from a broker web page
2
Import stock data from a MS Word file or a text
file
3
Import stock data from a monthly statement on
paper
4
Calculate
5
View and edit sheets
6
Export result Print out a ScheduleD form
7
Export data Save as a MS Excel text file
8
Export result Transfer result into another
software such as TurboTax
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Create and edit a data format
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1. Major Features of AutoScheduleD
Import stock data from files
Import stock data from web pages
Scan stock dada on paper into files by using OCR
software, then import data from files
AutoScheduleD Software
Transfer result to other software such as
TurboTax
Calculate data
Print out Schedule D-1 forms
Save as text files
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2. Import stock data from a broker web page
Data has been imported successfully
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3. Import stock data from a Microsoft Word file
or a text file

• Click the Open File button to show the Open File
  dialog box.

2. Choose a stock data file to open, click Open.
The file can be a MS Word, a Text or an Excel csv
file used to save the result data.
3. In the popup Data Format dialog box, choose an
appropriate data format and click OK.
Data has been imported successfully
4. A small popup dialog displays the numbers of
imported data lines and unimported data lines.
Click OK.
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4. Import stock data from a monthly statement on
paper
Run an OCR (Optical Character Recognition)
software, such as OmniPage Wizard, to scan a
statement on paper into computer and save it as a
Windows Word file, then import the Word file into
AutoScheduleD. See http//www.scansoft.com for
OCR details.
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5. Calculate
1. Optionally check out the Set Sale Period
dialog in the Tool menu to change the sale
period, see Help for details.
2. Click the Calculate button to calculate the
data and get the result.
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6. View and edit sheets
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7. Export result Print out a ScheduleD form
Print
After calculating, enter Schedule D-1 sheet, and
type the appropriate data in the name and the
social security number text box. Click the Print
button to print out the Schedule D form.
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8. Export data Save as a MS Excel text file
To save calculation result to a Microsoft Excel
Text file (.csv), Click the Save As button in the
File menu, and then type a file name and click
the Save button in the Save As dialog box.
When AutoScheduleD opens the file at next time,
it will not need you to choose the data format
again.
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9. Export result Transfer result into another
software such as TurboTax
1. Run TurboTax and open its ScheduleD form.
3. Click the Start Transferring button to
transfer data to TurboTax.
01/12/2000 Bought ISLD 100 85.375 8,547.49
01/28/2000 Bought TIBX 50 156.50 7,834.99
02/28/2000 Bought ICGE 50 102.84375 5,152.18
04/25/2000 Bought EPRS 100 11.50 1,159.99
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10. Create and edit a data format
The stock data from every broker has its special
data format. The format is saved in a data
format. You use Format Wizard to create and edit
a data format. See Help for details.