Disclaimer

Effective date: March 24, 2026

No Financial, Tax, or Legal Advice

BlueTaxLedger is a software tool for trade journaling, analytics, and estimated tax calculations. Content, calculations, and outputs are for informational purposes only and do not constitute financial, investment, tax, accounting, or legal advice.

Estimates and Model Limitations

  • Results depend on data you provide and may be incomplete or inaccurate.
  • Tax estimates may not account for all rules, elections, credits, carryforwards, or jurisdiction-specific requirements.
  • Features such as wash-sale estimation and 1256 treatment are simplified and may not match official filings.
  • Laws and rates change; outputs may become outdated without notice.

No Guarantee of Accuracy or Fitness

BlueTaxLedger is provided on an "as is" and "as available" basis. To the fullest extent permitted by law, we disclaim warranties of accuracy, completeness, reliability, merchantability, fitness for a particular purpose, and non-infringement.

Limitation of Liability

To the fullest extent permitted by law, BlueTaxLedger and its affiliates, officers, and personnel will not be liable for any indirect, incidental, consequential, special, punitive, or exemplary damages, or any loss of profits, revenue, data, goodwill, or business opportunity arising from your use of the service.

Professional Review Required

You are solely responsible for your trading, reporting, and filing decisions. Always consult a qualified CPA, tax advisor, attorney, or other licensed professional before making decisions based on BlueTaxLedger outputs.