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Planner CS export for 1040

Export Planner CS data

Exporting your Planner CS export data is similar to other exports and data conversions in RS Browser.
  1. Select
    Returns Processing
    , then
    Import/Export
    , then
    Export
    .
  2. From the
    Select Export Type
     dropdown, select
    Planner CS
    .
  3. Select the
    Account number
    ,
    Tax Year,
     and
    Return Type
    , and select
    Continue
    .
  4. Select the desired return(s) and then
    Continue
    .
  5. Select the desired return(s) you would like to generate an export file against by selecting their associated check boxes, and then
    Continue
    .
  6. Once the
    Export Batch Job Number
     screen displays, make a note of the batch job number, and select
    Close
    .
  7. Expand the
    Select Export Type
     dropdown and select
    Planner CS
    .
  8. Select
    Batch Status
     to display the Batch Status search screen.
  9. Select
    Continue
     to accept the default
    From
     date when searching for an export batch that was generated on the default From date. Otherwise, adjust
    From
     and
    To
     dates to expand or narrow search ranges.
  10. Select
    Continue
     to display list of export batches that match your specified date or range of dates.
  11. Select the Batch ID (job number) recorded above to display the Batch Status detail screen.
  12. When the Export Status column shows File Export Complete, select
    Download All
     or the hyperlink for an individual return to download the export file for a specific return.
  13. Save the Planner CS file to your machine.
  14. Select
    OK
    .

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Return type: 1040 Individual
  • Subject: Export
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