Taxprep Forms 2019.2

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©.
  • Taxprep Forms data: This data comes from the Taxprep Forms slips and is to be imported into Personal Taxprep.

Taxprep Forms allows you to export data from the current client file or to export data from several client files to one or more files.

  1. On the File menu, click Export Client File.
    The Export Client Files dialog box is displayed.
  2. In the File Type box, click the type of file you want to use.
  3. Click Xpress Filters to select the Xpress filters you want to use to export.
  4. Click OK to export data.
    Another dialog box displays.
  5. In the File name box, enter the name of the exported file, then click Save.
  1. Display the Client Manager.
  2. Select the client files containing data you want to export.
  3. On the File menu, click Export Client Files.
    The Export Client Files dialog box displays.
  4. Select the returns for which you want to export the data.
  5. In the Export in box:
    to export data from all client files into one single file, click Single file for all clients;
    to export data from each client file into a separate file, click One file per client.
  6. In the Save as type box, click the file type you want to use.
  7. Click Xpress Filters and select the Xpress filters you want to use to export.
    This step is optional because Taxprep Forms will use the last filter used by default, if no selection has been made.
  8. Click OK.
  9. 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, Taxprep Forms will automatically assign to each exported file, a name containing the identification number of each client . However, you must select the folder in which the exported files will be saved, then click OK.

Notes:

  • After exporting data to one single file, Taxprep Forms will prompt you to open the exported file with a program that recognizes the file format. If you answer "Yes," Taxprep Forms will use Microsoft Excel©.
  • In the case where data is exported in CSV format using customized settings for column breaks and number separators, it is possible that certain numbers might be incorrectly displayed by Excel.
Popular topics
  • Transmission of Slips and Returns
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