Note, only the team that has "Owner and Admin" access can export the tax form list.
The steps on how to Export Client details:
1. Top right of LodgeiT interface, click "Clients"
2. Press the 3 dots, choose from the option "Export to CSV" or Export to Excel"
3. Select "Gear wheel icon" > Team is activated. Learn more
See attached excel file to see the line items that can be exported from LodgeiT Client list
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