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-- How Do I? --

Exporting to AlphaTax

  1. From the Engagement ribbon, click Export | AlphaTax. A Save As dialog will appear.
  2. Navigate to the location where you would like to save the export file.
  3. In the File name field, enter a file name for the export.

    The default file name is alphatax.txt.

  4. Click Save.

Data from the Working Papers client file will be exported and available in AlphaTax format.The mapping numbers and corresponding current year balances will be exported in a text file (*.csv).

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