Account balance export to GoSystem Tax RS

Use the
Export Client Data Wizard
to export client tax data to GoSystem Tax RS application from the application. Specify the export file and select the tax year to export.
Select
File
,
Export
, then
Client Data
.
note
  • The export data is created and saved as an ASCII file, as required by GoSystem Tax RS.
  • If a file of the same name already exists in the specified location for the export file, the application replaces the existing file.
  • If a tax year is selected for which client data doesn’t exist, the export file is created but includes only header information.

Screens, fields, and buttons in the wizard

Source Data
Client name: Select a client from the dropdown list in the
Client name
field, or (to select multiple clients) select the
Perform batch export of client data
checkbox.
Perform batch export of client data (checkbox): To select multiple clients for the data export, select the checkbox then select
Next
. In the
Source Data - Clients
screen, select the checkbox for each client to include for the export.
File Location: Enter the path or go to the client data file. (The default data file location can be defined in the Export Data tab of the
Setup
then
File Locations
window.)
Tax Year: Specify the tax year to export by selecting it from the dropdown.
Source Data - Clients
Search: Use the
Search
field to filter the list of clients in the Client grid.
Client grid: Select the checkbox for each client to be included with the export. (The application will create a single export file for each selected client.) Select
Next
to begin the export.
Export Complete
Diagnostics: The application automatically displays a summary of the information included in the export files: Accounts, Description, Tax Code, Beginning Balance, and Ending Balance.
To print the diagnostic information, select
Print
.

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