You can export tax data from any number of returns to an external file called a "recall file." You probably will not use this feature on a regular basis.
Data cannot be exported from returns that are:
- currently in-use
- locked for outsource
- password protected
- checked out
To export tax data to an external file, do the following:
- Open Return Manager.
- Do one of the following to identify the returns for which you want to export data:
- Select the returns to be exported in the Return Manager list.
- Verify that a control file listing all the returns to be exported is available for selection.
- Start the export wizard by clicking Export in the Tax Data group on the Utilities tab.
- Select how you want to identify the returns for export.
- Returns selected in Return Manager. If you want to export data from the returns you selected in Return Manager, click this option.
- Select returns by using a control file. A control file is a data file (.Dat) that identifies all the returns to be exported. It must be created prior to the export and should list return IDs in <Tax Year>:<Return Type>:<Client ID>:<Version> format.
- If you chose to select returns with a control file, do the following:
- Browse to and double-click the control file.
- Click Next on the Export Tax Data window.
- Select your
export file options. - Click Export to begin the process and display the Export status window.
- Review the Export log summary. You can do any of the following to this log:
- Click Finish. The exported tax data is submitted to Batch Manager where you can download and save the data.
- To locate and download data in Batch Manager, filter the Job Status grid by the Tax Data Export job type and click Go. See the Downloading Exported Tax Data help topic in Batch Manager for more information.
| Selection | Description |
|---|---|
| Copy | Copy the log to the Clipboard. |
| Print the log. | |
| Details | Review, copy, or print the detailed log summary. |