• Tax codes and exports
  • Tax worksheet
  • Assign tax export codes
  • Export adjusting entries
  • Export to AlphaTax
  • Export to BankLink
  • Export to Batch PDF
  • Export to CaseWare IDEA
  • Specify tax information

Export to BankLink

You can export data from a Working Papers file into BankLink. Before you perform the export, you must enter the relevant codes in the Tax Export Code column of the Trial Balance Tax worksheet. After a year end close, you should review the Tax worksheet for any obsolete tax export codes, so that you can reassign them to active tax export codes instead.

To export to BankLink:

1. On the ribbon, click Engagement | Export | BankLink.
2. The Save As dialog displays. Navigate to the location where you want to save the export file.
3. In the File name field, enter a name for the export. The default file name is banklink.txt.
4. Click Save.

Data is exported from the Working Papers file to a BankLink file format.