About Exporting

You can export clients and common data e.g. HMRC offices and other information using the Export menu option.

1. Select File >Import/Export>Personal Tax-Export from the menu. The Export tax data tab appears.

2. Indicate whether you are exporting a client or common data.

3. Click Next. The Select clients to export or the Select common data to export appears.

4. Do one of the following:

• If you selected to export common data, then select the check boxes next to the data you want to export
• If you are exporting a client, select the check boxes next to the clients you want to export.

5. Click Next. The Select export file appears.

6. Use the link (Click here to select an export file) or the Browse button to specify the location and name of the export file. Once you have done this click Save.

7. Click Next. Export complete appears.

8. Click Finish.