Export Data
Exporting from an application consists in creating a file that can be used by another application, such as a spreadsheet program. Files can be exported in the following formats:
- .csv files. This file format contains items from a spreadsheet or a database with cells separated by column breaks and which can be created with any type of text editor;
- .xls files (worksheet). This type of file is created with Microsoft Excel©.
Personal Taxprep allows you to export data from the current client file or to export data from several client files to one or more files.
How to export data from the current client file
- On the File menu, click Export Tax Return.
The Export Tax Returns dialog box displays. - Select the returns of the family members for which you want to export data.
- In the File Type box, select the type of file you want to use.
- Click Xpress Filters and select the Xpress filters you want to use to export.
This step is optional because Personal Taxprep will use the last filter used by default, if no selection has been made. - Click OK.
The Export Tax Returns dialog box displays. - In the File name box, enter the name of the exported file, then click Save.
How to export data from several client files
- Display the Client Manager.
- Select the client files containing data you want to export.
- On the File menu, click Export Tax Returns.
The Export Tax Returns dialog box displays. - Select the returns for which you want to export the data.
- In the Export in box:
to export data from all client files into one single file, click Single file for all returns;
to export data from each return into a separate file, click One file per return. - In the Save as type box, click the file type you want to use.
- Click Xpress Filters and select the Xpress filters you want to use to export.
This step is optional because Personal Taxprep will use the last filter used by default, if no selection has been made. - Click OK.
- If you select to create a single file for all of the returns with data to be exported, you must indicate the name of the exported file in the File name box of the Export Tax Returns dialog box, then click Save.
If you choose to create a file for each return, Personal Taxprep will automatically assign to each exported file, a name containing the identification number of each client (meaning the social insurance number of the taxpayer). However, you must select the folder in which the exported files will be saved, then click OK.
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