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Use the Export Client Data Wizard to export client tax data to GoSystem Tax RS application from Workpapers CS. Specify the export file and select the tax year to export.
Choose File > Export > Client Data.
Notes
- The export data is created and saved as an ASCII file, as required by GoSystem Tax RS.
- If a file of the same name already exists in the specified location for the export file, the application overwrites the existing file.
- If a tax year is selected for which client data does not exist, the export file is created but includes only header information.
Screens, fields, and buttons in the wizard
Source Data
Perform batch export of client data (checkbox)
Source Data - Clients
Export Complete
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