Sending Tax Balances to a Tax Return

To export a compfile:

1. Navigate to the Tax Summary Report page.

2. Click the "download compfile" button to download the compfile.

3. Note that the system will export balances to the compfile for the latest period in sequence that has been imported (I.e. if you have imported trial balances for periods 1-7, the trial balance for period 7 will be exported in the compfile).

To link balances to a tax return

1. Navigate to the Tax Summary Report page.

2. Click the "Link" button to link your engagement to a tax return.

3. Note that the system will link the balances to the tax return for the latest period in sequence that has been imported (I.e. if you have imported trial balances for periods 1-7, the trial balance for period 7 will be linked to the tax return).