Downloading Exported Tax Data

You can export tax data from any number of returns from Return Manager. These files are submitted by  Tax to Batch Manager so they can be downloaded and saved as an external file.

To download exported tax data, do the following:

1. Filter jobs in the Job Status grid by Tax Data Export job type.
2. Locate your submitted job in the Job Status grid and click Ready for Download in the Download column or, if this is not the first time the file has been downloaded, click Downloaded.
3. Accept the default file storage location or browse to a different location, and then click Save. If there is a preexisting file, you are prompted to overwrite the file.

Note: If an error occurred during the tax data export, Exception displays in the Job Status column. Double-click Exception, and then double-click Failed in the job Detail Report to view a description of the error.