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:

1. 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.

2. Click on the navigation bar and select Tax Summary Report.
3. 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.