Specify the name and location of the export file to be created by entering the path and name in the Link file name field, or click the Browse button to navigate to an appropriate destination file.

Specify the tax year to export to ProSystem fx by selecting it from the F4 drop-down list.

Specify the balance type to export to ProSystem fx by choosing one of the following options:

• Tax balances
• Adjusted balances

To include itemized balance sheet information (rather than summary information), mark this checkbox.

• If this checkbox is marked, all accounts that are assigned to the same Tax Code will be listed separately in the export file. This allows for detail information to be imported into ProSystem fx.
• If Tax Code Accounting Groupings are used, each grouping will appear as a single line item in the export file with the grouping description.
• If this checkbox is unmarked, all accounts with the same tax code will be grouped together into a single line item.
• Even if Tax Code Account Groupings are used, if the Detail checkbox is not marked, all accounts with the same tax code will be grouped together into a single line item with the ProSystem fx description.