TaxGopher delivers a clear picture of the tax ramifications for all of your trading activities. Using trade data from your general ledger system, TaxGopher modules address wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends. TaxGopher creates the adjustments necessary to produce an accurate K-1. It sits between your portfolio management system and your partnership accounting system to ensure that the K-1s produced by your partnership accounting system are correct.

No Surprises. TaxGopher reports provide you with the key data necessary to maintain a current tax profile that addresses wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends. For example, one report helps you proactively identify wash sales and constructive sales, including the total amount that will be disallowed by the IRS. Another TaxGopher report details disallowed losses by lot and lists the necessary cost adjustments to carry forward the loss into future periods. Those cost adjustments can be auto-fed into your general ledger system so that once those lots are eventually liquidated, the cost basis is correct.
   
Speed & Smooth Integration. TaxGopher was designed to provide Clients with extremely fast processing capabilities and to help them optimize their existing IT infrastructure. When performing tax analyses for wash sales, constructive sales, straddles, section 988 income bifurcation and qualified dividends, TaxGopher processes up to 10,000 transactions per second. In addition, TaxGopher easily integrates with software platforms, such as Geneva®, Advent's global investment management and accounting solution or VPM, SunGard's hedge fund portfolio management system. TaxGopher ‘talks’ to Geneva and VPM through G2 Data Warehouse, an advanced data storage system. TaxGopher instantly accesses all the critical data necessary to run tax analyses on your investments so you know your tax liabilities.

Expert Support – When You Need It.  Phone support for TaxGopher is available from 7 AM until 8 PM on all business days.  The TaxGopher support line is staffed by G2 engineers who can respond comprehensively to any concern.  Call +1 781 214 1633 for TaxGopher support.