Exporting the Tax Summary Report to a Microsoft® Excel® File
You can export the Tax Summary Report for non-consolidated engagements to a Microsoft® Excel® file. You can use this file to review the tax code assignments and balances.
Note: The Tax Summary Report is not yet available to export in multi-tier consolidated engagements.
The spreadsheet created by the export includes separate worksheets for each tab in the Tax Summary Report. Accounts are listed by their corresponding groups and sub-groups.
Note: See Using the Tax Summary Report for more information about the tabs included in the Tax Summary Report.
To export the Tax Summary Report for an engagement, do the following:
-
Click the engagement on the Engagement List page.
Note: See Using the Engagement List Page for information about using the pagination and search features to find an engagement in the list.
- Click on the navigation bar and select Tax Summary Report.
- Click Export on the toolbar. The exported report is saved to the Downloads folder on your computer with a default name of [Client Name] - [Engagement Name] – Tax Summary Report.xlsx.