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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy
  • Subject: Clients

Export clients I'm following (Overview screen)

The
Export to Excel
 feature in the
Overview
 screen lets you export clients you are following on the
Overview
 screen to an Excel file.
Unlike exporting a client list from the
Administrative
 screen, the exported client list will only show client activities you can view in the
Overview
 screen. You can export columns that track your clients' TaxCaddy account activities like binder status, questionnaire status, done uploading status, and more.
Follow these steps to export your client list from the
Overview
 screen:
  1. Select
    Export to Excel
     Export to Excel on the
    Overview
     screen.
    note
    Exported client lists will only include records of the clients currently displayed on your screen. You can modify the clients displayed using filters (tax year, location, client name) before you export.
    Select the Export to Excel icon from Overview.
  2. The
    Export Client Reports to Excel
     window will appear.
    Export Client Reports to Excel window.
  3. Under the
    REPORT TYPE
     menu, select the export option that best suits your needs:
    Client Information
    Description
    All Columns
    Export an Excel file of all clients currently displayed on the screen. It will include all columns associated with every View in
    Overview
     - even if they are not actively visible on screen.
    Active Columns Only
    Export an Excel file of all clients currently displayed on the screen, only including the columns also currently displayed on the screen.
  4. Select
    GENERATE REPORT
    .
  5. The
    Export Clients
     window will begin generating your Excel file. You can
    CLOSE
     the window
    Export Client Reports To Excel
     and resume your work in TaxCaddy, or sign out and return at another time.
    note
    To receive an email reminder, make sure you enable
    All Notifications
     when configuring your email settings.
  6. When your file is done generating, you will notice a red badge next to the
    Export to Excel
     icon. You'll also receive a notification on your screen indicating that your file is ready for download. Additionally, TaxCaddy will send you an email notifying you that your Excel file is ready for download.
    The Exported Excel file is now ready to download.
  7. Reopen the
    Export Client Reports To Excel
     window and select
    DOWNLOAD FILE
     to begin downloading your client list.

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