Export Planner CS data
Exporting your Planner CS export data is similar to other exports and data conversions in RS Browser.
note
Make sure your login ID for RS Browser does not contain any spaces.
- SelectReturns Processing, thenImport/Export, thenExport.
- From theSelect Export Typedropdown, selectPlanner CS.
- Select theAccount number,Tax Year,andReturn Type, and selectContinue.
- Select the desired return(s) and thenContinue.
- Select the desired return(s) you would like to generate an export file against by selecting their associated check boxes, and thenContinue.
- Once theExport Batch Job Numberscreen displays, make a note of the batch job number, and selectClose.
- Expand theSelect Export Typedropdown and selectPlanner CS.
- SelectBatch Statusto display the Batch Status search screen.
- SelectContinueto accept the defaultFromdate when searching for an export batch that was generated on the default From date. Otherwise, adjustFromandTodates to expand or narrow search ranges.
- SelectContinueto display list of export batches that match your specified date or range of dates.
- Select the Batch ID (job number) recorded above to display the Batch Status detail screen.
- When the Export Status column shows File Export Complete, selectDownload Allor the hyperlink for an individual return to download the export file for a specific return.
- Save the Planner CS file to your machine.
- SelectOK.
