TaxSlayer Pro has a variety of reports, and several can be exported as a CSV file suitable for importing into your spreadsheet software, such as Microsoft Excel.
If you are using TaxSlayer Pro in a networked environment, run these reports on the PC designated as the File Server.
The following three reports produce a CSV file. These reports can be accessed from the Reports Menu under Additional Reports.
To Export the Client Reports to Excel, from the Report Menu select Client Reports;
- Select one or more filters
- Change the General Report Type to Export to Microsoft Excel
- Select whether clients must match all the filters or any filter
- View the report, and if queried select what information to show
- Save file
To Export the Client Retention reports, from the Report Menu select Client Retention;
- Select which report, Call/Thank you list or Prior Year Client List
- Export to Excel
- Select Columns
- Save file
Client Referals can be Printed or Exported to Excel. From the Reports main menu select Referrals and chose option 2, Export the Referrals Report.