In TaxSlayer ProWeb, if you need a list of your clients' e-mail addresses for the purpose of sending a mass e-mail, there are two ways to get this information: by exporting the ProWeb Marketing Report to CSV, or by exporting a web report to CSV.
The Marketing Report
1. If you know the Marketing Report is available in your ProWeb Reports menu, proceed to step 2. If you're not sure if it's there, here's how to check and add it if it's not.
From the ProWeb Welcome page select:
- Configuration
- Report Customization - With your cursor in the "Report Type" field, press the down arrow key. If you see the marketing report in the list, select it to add it to the available reports. If you don't see it, then it's already in the list of available reports listed below.
When finished, go back to the Welcome page.
2. From the ProWeb Welcome page, select:
- Reports
- Other Data Reports
- Marketing Report - Scroll to the bottom of the page.
3. Click the blue CSV button. A CSV file will download, and you should see that indicated in your browser.
The simplest way to remove unneeded columns from a CSV file is to work on the file in your spreadsheet software, e.g., Microsoft Excel. Once it's open in your spreadsheet software, take these steps:
- Delete all the columns except for the e-mail column. When finished, the e-mail column will be the first and only column.
- Delete Row 1 (the column title).
- Click the column heading to select the entire column, then sort the column. It doesn't matter how you sort - A to Z or Z to A - but this step eliminates blank rows within the list.
- Click File, then Save As. Change the name and location as desired but keep the file type "CSV (comma delimited) *.csv".
- Click Save when done.
Web Reports
There are several web reports that include the taxpayer's e-mail address, and several also include the spouse's address. The web report can be saved to a CSV file as well.
To see which ProWeb web reports can supply the taxpayer and/or spouse's e-mail address, click here and search for "email". Choose the desired report in the list to see the instructions for running the report.