-- How Do I? --
Exporting to AlphaTax
Procedure
- From the Engagement ribbon, click Export | AlphaTax. A Save As dialog will appear.
- Navigate to the location where you would like to save the export file.
-
In the File name field, enter a file name for the export.
The default file name is alphatax.txt.
- Click Save.
Results
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).
