Downloads and Info
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General
- Initial Records Service Questionnaire (PDF)
- Annual Record Questionnaire (PDF)
- Special Directors Meeting Questionnaire (PDF)
- CAP Document Request (PDF) or Fill out ourOnline Form
- Download the BOSS Monthly Tax Tracker PDF
Tax Organizers
For Individuals:
For Corporations:
For LP's and LLC (select the document related to your industry):
Traders:
Real Estate:
Combined Trading and Real Estate (Or any other industry):
Trade Tracking For Traders:
Use these spreadsheets to track your trades. These formats allow importing data into your tax return.
Format #1 - Individual Trades.xls
Use this file if your buys and sells are listed on separate lines:
| Date | Type | Symbol | Security | Quantity | Amount |
|---|---|---|---|---|---|
| 12/07/2005 | Buy | XRX | Xerox | 500 | 8,303.99 |
| 12/07/2005 | Buy | XRX | Xerox | 500 | 8,053.99 |
| 01/06/2006 | Sell | XRX | Xerox | 1000 | 17,070.18 |
Format #2 - Matched Trades Version 1.xls
Use this file if your buys and sells are listed on the same line:
| Quantity | Security | Symbol | Sell Price | Sell Date | Buy Price | Buy Date | Gain |
|---|---|---|---|---|---|---|---|
| 1000 | Xerox | XRX | 17,070.18 | 01/06/2006 | 16,357.98 | 12/07/2005 | 712.20 |
| 24 | Yahoo! Mar-05 32.5 call | YHQCZ | 4,485.01 | 01/17/2006 | 3,967.88 | 01/17/2006 | 517.13 |
| 250 | Nasdaq 100 Mar-06 41 put | QQQOO | 19,782.02 | 02/03/2006 | 16,467.59 | 01/07/2006 | 3,314.43 |
Format #3 - Matched Trades Version 2.xls
Use this file if your buys and sells are listed on the same line:
| Description | Sell Price | Sell Date | Buy Price | Buy Date | Gain |
|---|---|---|---|---|---|
| 1000 Xerox (XRX) | 17,070.18 | 01/06/2006 | 16,357.98 | 12/07/2005 | 712.20 |
| 24 Yahoo! Mar-05 32.5 call (YHQCZ) | 4,485.01 | 01/17/2006 | 3,967.88 | 01/17/2006 | 517.13 |
| 250 Nasdaq 100 Mar-06 41 put (QQQOO) | 19,782.02 | 02/03/2006 | 16,467.59 | 01/07/2006 | 3,314.43 |