XML to TXF Conversion

Convert your stock broker XML files to tax software TXF files

How it works

  1. Log into your broker account and navigate to your account's tax software page.
  2. Choose the account to export data for, and choose the option that lets you download an XML document.
  3. Use the form below to convert the file to a TXF file.
  4. Finally, import the TXF into your tax software.

Get started

The file should be in XML format. In particular OFX (Open Financial Exchange), a specification used by stock brokers like Schwab.