Tax data utility

Annual Tax Statement to Excel.

Choose the caret-delimited text file downloaded with your Annual Tax Statement. The tool creates a formatted workbook containing Statement Info, Summary and Transactions sheets.

Your tax data stays private.The file is processed inside this browser. It is not uploaded to this website or stored on a server.

Step 1

Select the statement file

.TXT

Choose a text fileor drag and drop it here

Waiting for a file.

Expected input

A caret-delimited Annual Tax Statement text file containing PART sections and transaction rows.