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this post was submitted on 06 Jul 2026
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I actually had Opus help me out but tbf it was a simple reconciliation between 3 or 4 data sources. Essentially, when I fired my ex I accidentally paid her too much but had accidentally corrected the books to the correct amount so it showed as if I'd overpaid on taxes. I had not. Taxes were correct on what was actually paid out.
I found it helpful for consolidating my data — I had some really complex multi-brokerage stuff to consolidate, and that went well.
But it failed at calculating ACB correctly and it over-agreed on whether deductions were applicable or not.