Export with data import

The export processes allow you to export multiple spreadsheets at a time. You must close the tax returns to export.

Navigate to

Returns Processing
Import/Export
Data Templates
Export

Choose your Account number, Tax Year, Return Type, and template mappings.

Use the optional filters to narrow down the returns you want to export.

Review the list of returns that match your criteria. Select the ones you need.

Select the boxes next to the returns you want to export.

When the Template Export Batch Job Number screen appears, note the batch job number.

Check the batch status.

This article applies to: