No hidden fees. Start free, upgrade when you need more.
50 transactions per tax year
per tax year
per year · 10 client licenses included
| Feature | Free | Pro | CPA |
|---|---|---|---|
| Transaction Limit | 50 | Unlimited | Unlimited |
| Cost Basis Methods | FIFO only | 8 Methods: FIFO/LIFO/HIFO/Specific ID + International (DE/FR/JP/UK) | 8 Methods: FIFO/LIFO/HIFO/Specific ID + International (DE/FR/JP/UK) |
| CSV Export | |||
| Form 8949 PDF | |||
| Wash Sale Detection | |||
| Schedule D Summary | |||
| 1099-DA Reconciliation | |||
| Multi-Client Management | |||
| White-Label Reports | |||
| Bulk Import / Export | |||
| Priority Support | |||
| Dedicated Support + SLA | |||
| Ordinary Income Report | |||
| 1099-DA Covered/Noncovered | |||
| Regulatory Alerts | |||
| International Methods (Germany, France, Japan, UK) | |||
| CARF Data Export (67 Jurisdictions) | |||
| Client Licenses | 10 included (+$39/extra) |
dTax's core tax engine is open source under AGPL-3.0. Deploy on your own server with Docker and keep full control of your data — completely free, forever.
View on GitHubYes. The Free plan includes up to 50 transactions per tax year with FIFO cost basis method and CSV export. No credit card required.
Pro ($49/tax year) unlocks unlimited transactions, all 4 cost basis methods (FIFO, LIFO, HIFO, Specific ID), PDF and TXF export, 1099-DA reconciliation, and the tax simulator.
Yes. The open-source tax engine (AGPL-3.0) can be self-hosted with Docker with no transaction limits on the core calculation engine.
Self-hosting gives you the full open-source engine (AGPL-3.0) with no transaction limits. The hosted Free plan is limited to 50 transactions but requires no server setup.
Last updated: March 2026
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