When the export process completes, the Return Transfer report displays the export status for each return ID. If an export is unsuccessful, Exception displays in the Status column and a brief explanation is given in the Comments column.
Return Transfer groups return data by tax year, creating one file for each year. The export file name includes the date and time the transfer occurred. For example, a transfer of 2025 tax returns performed on March 2, 2026 at 2:30 pm would produce a file name of 2025_RT_20260302_1430.DAT.
The Return Transfer report provides the following options:
| Component | Description |
|---|---|
| Click Print on the button bar to send the report information to any printer installed on your machine for reference or filing purposes. | |
| Export | Click Export on the button bar to save the report information to an external file. |
| Find Next | Enter a value in the search box and click on the grid title bar to select the next instance of your criteria in the grid. Enter the complete criteria to search for a specific record or partial information to search for similar matches. |