Click on an area in the screen shot below to view its description
Select the export file format that you want to export.
Type or click Browse to enter a directory path to where the file should be exported.
Entity Specific Export
Select to export information about a single entity only. Only available in consolidated client files.
Include Sub Entities
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.