There are two ways on how to Export/Extract the list of client forms:
Option 1. Via Dashboard
Select "Dashboard" choose either "Forms".
Press the status that you want to have a filter
Press the 3 little dots and choose from "Export forms to CSV" or "Export forms to Excel"
*Only those line items/category can be generated (see attached file).
You have an option either to include or not the tax forms of the "archived clients".
To proceed, press "Download Excel/CSV"
Option 2. Via Gear Wheel/Cog wheel
Select "Settings"
Press"Export"
You have an option either to include or not the tax forms of the "archived clients".
To proceed, press "Download Excel/CSV"
Note:
- LodgeiT exports based on filters. below sample filtered as "draft" for ITR's only.
Export shows only 5 Draft forms and its details
If you need to export all forms, the "All" tab must be selected, check the filter if relevant to add some of it -
Note: Workpaper export is not yet available