Export to Tax Software Dialog (Canadian)

Select the type of software to which you want to export.

To export to a tax software in a different country, from the menu bar, select Engagement | Properties and in the Tax Jurisdiction drop-down, select the appropriate country

For specific instructions on each type of export, select from drop-down menu

Displays the tax year of the client file as specified in the Engagement Properties dialog. Use the arrows to change the tax year.

Select to include prior year data.

Note: Prior year data for calculation of CCA are exported even if this check box is not selected.

Enter or click Browse to locate the tax return file to which information should be exported.

Select to export information about a single entity only. Only available in consolidated client files. If selected, the Entity Selection dialog displays once OK is clicked

Select to export associated sub entities along with the entity. When selected, a consolidated total of the parent company and its subsidiaries is exported.

Note: The parent company name and address will be included for all tax exports. If exporting entity specific data from a consolidated file, company name and address for sub entities must be modified in the tax software once data has been imported.

Select to convert a foreign tax balance to the default currency before exporting. A foreign exchange rate applies to opening balances, transaction amounts, and tax adjustments posted to accounts

Note: Tax adjustments posted directly to tax codes are not affected.

Select to include other basis adjustments in exported balances.

Select to include other adjusting 2 entry types in exported balances. See Create Extra Adjusting Entry Types for more information.

Select to include other adjusting 3 entry types in exported balances. See Create Extra Adjusting Entry Types for more information.

Select to open the file in the appropriate tax software once the export is complete.