Export My Datasets

To export data from a dataset to create a dataset import template and backup file:

Select a box to specify the dataset(s) to export to an Excel file.

Select

and the Export Dataset dialog box opens in which you can make selections to create the file.

Select Entire Dataset(s)
, Subconsolidation
or Unit
to export the data for the specified datasets.

Type the Export File Name
and select EXPORT
.

To review the progress of the export, select Jobs in the Tax Provision menu.

This article applies to: