Skip to main content

Legal

Tax & Accounting

Trade & Supply

Risk & Fraud

News & Media

Books

Developers

Tax return

Export return data

To export return data:
  1. Go to
    Templates
     and select an existing template or create a new one.
  2. In
    Return Data
    , select return data fields to be exported.
    1. Company category - These fields correspond to those in Company Information.
    2. Check Request category - Multiple location returns include both the consolidated check request and a separate check request per location. The per location check request's intended for jurisdictions that require a separate check per location return filed. Return Export doesn't currently export the check request information from the per location check requests.
    3. Report category - These fields correspond to data pulled from the tax returns to internal report screens.
  3. In
    Options
    , make the appropriate selections for state codes, locator name, and states to be included in the export file.
    1. State codes - Select legacy codes only if you're creating a return export report file and you must match the state codes that were assigned in the ASCII file generated from the Extraction feature in the legacy system.
    2. Locator name
    3. States - The returns you select in the Return Register determine what return data's exported. Also, the filing status you select determines what data's exported. For example, if you're in a binder for a monthly tax period, only the data of tax returns that have a monthly filing status will be exported.
  4. Select
    Process
     to begin your export.

This article applies to:

  • Product: ONESOURCE Indirect Tax, ONESOURCE Sales and Use Tax Compliance
  • Subject: Export