Note, only the team that has "Owner and Admin" access can export the tax form list.
There are two ways on how to Export/Extract the list of client forms:
Option 1. Via Dashboard
Select "Dashboard" choose either "Forms".
Press the status that you want to have a filter (In this case, the user will extract forms and financial report that under "Finished/Lodged")
"Work dashboard" is a combination of "Published" financial Reports and "Lodged" Tax Forms)
Press the 3 little dots and choose from "Export forms to CSV" or "Export forms to Excel" (if you want to do an export).
Note: Per image below, "All Work" is selected, thus all forms will be captured under the Work dashboard. Data exported depends on the selected dashboard and selected data (All Work data is selected per example image below).
*Only those line items/category can be generated (see attached file).
You have an option either to include or not the tax forms of the "archived clients".
To proceed, press "Download Excel/CSV"
Option 2. Via Gear Wheel/Cog wheel
Select "Settings"
Press"Export"
You have an option either to include or not the tax forms of the "archived clients".
To proceed, press "Download Excel/CSV"
Note:
- LodgeiT exports based on filters. below sample filtered as "draft" for ITR's only.
Export shows only 5 Draft forms and its details
If you need to export all forms, the "All" tab must be selected, check the filter if relevant to add some of it -
Note: Workpaper export is not yet available