Exports (United States)

How Do I?

Export to Tax Software

• Exporting to CCH ProSystem fx Tax
• Setting up a Tax Export for CCH ProSystem fx
• Exporting to GoSystem Tax
• Exporting to Lacerte Tax
• Exporting to ProSeries
• Exporting to UltraTax

More Info >>

• Tax Export Log File

  Working Papers creates a log document in txt format during an export and saves it in the client directory.

Reference >>

• Exports to Tax Software Dialog

  Use this dialog to export to various US tax packages. This topic details the different options and fields in the Export to Tax Software dialog.

• Tax Code Changes

  For the latest Tax Code changes, see US Tax Year Export.