Open the tax account or the Integrated Account & then Right Click the report & select 'SAVE AS'. Use Google Chrome if possible.

Make sure that you get the dates right. If the portal accounts run over multiple pages, you need to view & save each page. If you get the dates wrong, don't worry, simply import the missing data or start again. LodgeIT never creates duplicates & allows the data to be easily validated & checked for missing transactions.

Make sure you save the report into a folder where you can easily find it, i.e. below, I've created a folder on the desktop called portal. Leave the Type as Webpage Complete. You may decide to change the file name, especially if you intend to import multiple pages based on date range.