Overview
Schedule D Tax Tool revision history
v1.5.3
-ENHANCEMENTS-
- renamed wizard to expert wizard
- added standard wizard with extra help
- added support for newer .xlsx file format
-CHANGES-
- moved wizard to main window from popup dialog
- added ability to minimize app while running wizard
- reorganized and redesigned user interface
- made cosmetic changes to main window
- made cosmetic changes to wizard
- made cosmetic changes to footer area
- made cosmetic changes to ABOUT dialog
- made cosmetic changes to header area
- removed wizard step to select run defaults
- set defaults to automatically use last run
- updated DATA TYPE dialog to include types D-E-F
- updated help file, and corrected minor errors
-FIXES-
- fixed potential division by zero error on progress bar
- deleted unnecessary warning dialog to save source file
- fixed process flow error when wizard run is cancelled
- fixed descriptions of Form 8949 types in DATA TYPE dialog
-SYSTEM- (transparent to user)
- deleted internal revision history tracking
- added setup defaults macro for release process
-INSTALLATION-
- fixed broken (outdated) links in installation file
v1.5.2
-CHANGES-
- Updated footer links with new company site URLs
- Updated help file with new company site URLs
- Made minor cosmetic changes
v1.5.1
-ENHANCEMENTS-
- Added record keeping worksheet for matched 2 runs
- Added unadjusted totals row on record keeping worksheet when wash sales selected
-CHANGES-
- Added new wizard step for type A-B-C of form 8949
- Made cosmetic changes, mainly related to type 8949
- Rearranged columns on record keeping worksheet
- Updated help file, mainly for type 8949
-SYSTEM- (transparent to user)
- Renamed Headers to FirstRow for consistency
v1.5.0
-ENHANCEMENTS-
- Added application icon
- Added error detective
- Added exceptions log for matched runs
- Added standard wash sales for individual runs
- Added unused wash sale adjustments sheet to results file
- Added XLS source file preparation checklist
-CHANGES-
- Changed [More Info] to [Help]
- Changed log to XLS format and added as exceptions sheet to results file
- Consolidated directory preferences
- Redesigned user interface
- Removed requirement to use [Exit] button for program shutdown
- Updated example XLS source files
- Updated exceptions log for individual runs
- Updated FAILURE dialog
- Updated help file
- Updated success checklist
-FIXES-
- Added [Buy Date] and [Wash Sale] to export sort order
- Added check for import of empty source file
- Added check to prevent circular reference error
- Added invalid data checks for each column on import
- Fixed help error on FIRST ROW dialog
-SYSTEM- (transparent to user)
- Consolidated similar and duplicate processes
- Reorganized functions into more logical groups
- Updated common (re-use) functions from external reference file
- Updated link hover process
- Updated main window size process
- Updated shutdown process
- Updated startup process
-INSTALLATION-
v1.4.2
-ENHANCEMENTS-
- Added auto save selections from most recent run as user defaults
- Added export XLS in IRS format
-CHANGES-
- Added automatic overwrite for XLS file
- Added pretty print export XLS for matched-1 runs
- Removed PROGRESS dialog on small runs
- Removed TERMS OF USE from MAIN dialog
- Updated help files
- Made cosmetic changes
-FIXES-
- Added check for directory exists prior to run
- Fixed A2007 cosmetic errors
- De-activated (grayed) PREV in GET STARTED dialog
- Fixed reset of wizard data in DATA FORMAT dialog
-SYSTEM- (transparent to user)
- Improved error messages
- Made system improvements in AutoMatch
-INSTALLATION-
- Added information on read-only permissions
- Added information on Microsoft Access requirement
- Removed LAUNCH checkbox
- Made cosmetic changes
v1.4.1
-ENHANCEMENTS-
- Added sort-by-source for matched runs
-CHANGES-
- Updated with new version of help package
- Made minor cosmetic changes
-FIXES-
- Added secondary sort-by-date when sort-by-security selected
- Added secondary sort-by-date when sort-by-symbol selected
- Added Wash Sale section for GENERATE dialog
- De-activated (grayed) sort-by-security for matched-2 run, since not allowed
- De-activated (grayed) sort-by-symbol for matched-2 run, since not allowed
- Fixed A2007 cosmetic errors
- Restored lost focus after file selection in FILE dialog
v1.4.0
-ENHANCEMENTS-
- Added transaction pair SELL OPEN-BUY CLOSE
- Added ability to manually mark wash sales on matched runs
- Updated XLS examples to reflect additional scenarios and transaction pairs
- Added TYPE column to XLS results
- Added footers next to MORE INFO links
- Improved accuracy of estimate-to-complete when less than 60 seconds
- Enhanced exceptions file
- Added more information on SUCCESS dialog
- Added more information on FAILURE dialog
- Added alpha column to DATA LAYOUT dialog pick lists
-CHANGES-
- Renamed transaction pair SHORT-COVER
- Renamed transaction pair BUY OPEN-SELL CLOSE
- Renamed PRICE to AMOUNT to distinguish from PER-SHARE-PRICE
- Removed stray sales from XLS results, instead only write to TXT exception log
- Resized application window to make smaller
- Added MATCH MODE as wizard step for individual runs, and deleted from preferences
- Deselected 1904 preference on XLS examples
- Centered XLS results SYMBOL and DATE columns
- Changed color to red for capital losses on individual runs
- Increased allowed length of [Description] to 80 on matched runs
- Made cosmetic changes
-FIXES-
- Changed date format in TXF from [mm-dd-yyyy] to [mm/dd/yyyy] - TaxCut issue
- Fixed error in which ribbon-bar was displayed on Vista
- Fixed error when using no-headers under matched scenario
- Fixed save-position of main window on exit
- Fixed screen-flash transition from wizard dialog to dialog
- Fixed error in which toolbar environment not completely restored on exit
- Fixed DATA LAYOUT dialog ""Overflow"" error in certain situations
- Added transaction pairs date check during auto-match
-SYSTEM- (transparent to user)
- Made development changes to improve structure
v1.1.0
-ENHANCEMENTS-
- Added support for "Sell Short" and "Buy To Cover" types
-CHANGES-
- Changed interface to use wizard to process data
- Added "Match Mode" preference to match-by-symbol or match-by-security
- Made cosmetic changes
-FIXES-
- Added "Display Mode" preference to address differences in Access and Vista
-SYSTEM- (transparent to user)
- Added more error handling routines
- Changed Excel automation to late binding
v1.0.2
-CHANGES-
- Added PRODUCT ID to ABOUT dialog
- Made cosmetic changes
v1.0.1
-CHANGES-
-FIXES-
- Fixed error when Auto-Match [Quantity] exceeded 32767
- Fixed error when Auto-Match [Security] exceeded 80 chars
- Fixed error when Auto-Match [Type] exceeded 16 chars
-SYSTEM- (transparent to user)
- Added more error handling routines
v1.0.0
