LodgeiT

You can export a list of tax forms as a CSV or Excel file. Use the Dashboard to export the forms shown in a particular view, or use Settings to export the Tax Returns data set.

In this article

• Before you start
• Export from the Dashboard
• Export from Settings

Before you start

• Only team members with Owner or Admin access can export a list of tax forms.
• The sample spreadsheet attached to this article shows the fields included in the export.
• Workpapers cannot currently be exported.

Export from the Dashboard

1. Open Dashboard, then select Forms or Work. The Forms dashboard contains tax forms. The Work dashboard combines published financial reports and lodged tax forms. 
2. Select the status you want to export. In this example, Finished is selected on the Work dashboard. 
3. Apply any additional filters you need. Then open the three-dot menu and select Export to CSV or Export to Excel. 
4. Choose whether to include tax returns for archived clients, then select Download. 

How filters affect the export

For example:

• To export Draft individual tax returns only, select Draft and set Form Type to ITR. 

  The exported file contains the five forms that match these filters.

  
• To export all tax forms, select All on the Forms dashboard. To export all items from the Work dashboard, select All Work. Review the remaining filters before exporting. 

Export from Settings

1. Open the gear menu, then select Settings. 
2. Select Export. 
3. Find Tax Returns and select CSV or Excel. 
4. Choose whether to include tax returns for archived clients, then select Download.