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Export to AlphaTax

You can export data from a Working Papers file into AlphaTax. 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 AlphaTax:

  1. On the ribbon, click Engagement | Export | AlphaTax.
  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 alphatax.txt.
  4. Click Save.

Data is exported from the Working Papers file to an AlphaTax file format. The map numbers and corresponding current year balances from the file are exported as a .csv file.