ID #1136

How to import stock transactions from.csv/.xls file into schedule 3?

First, you need to have a clean .csv or .xls file to import.The .csv or .xls file has clean entries, each row is for one stock/mutual fund buy/sell entry, like the following:

50,BCE INC,COM,2012/11/03,"2086.50","1,985.95",9.95,90.60,
50,JOHNSON & JOHNSON,COM,2012/11/23,"3,333.93","3,317.79",10.15,5.99,

  • column 1 - shares
  • column 2 - stock name
  • column 5 - sell price
  • column 6 - buy price, or cost base
  • column 7 - commission or expense

Next, add schedule 3 into tax return, and launch import dialog from page 2.sch3 import

 

Enter the .csv file location and column specification into the import dialog

sch3 import dilalog

 

Click "Begin Importing" button to import the transactions. The transactions will display in "More Transaction" window.

sch3 import result

Tags: import, stock

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