Exporting the Tax Summary Report to a Microsoft^® Excel^® File

You can export the Tax Summary Report for non-consolidated engagements to a Microsoft® Excel® file. You can use this file to review the tax code assignments and balances.

Note: The Tax Summary Report is not yet available to export in multi-tier consolidated engagements.

The spreadsheet created by the export includes separate worksheets for each tab in the Tax Summary Report. Accounts are listed by their corresponding groups and sub-groups.

Note: See Using the Tax Summary Report for more information about the tabs included in the Tax Summary Report.

To export the Tax Summary Report for an engagement, do the following:

1. Click on the navigation bar and select Tax Summary Report.
2. Click Export on the toolbar. The exported report is saved to the Downloads folder on your computer with a default name of [Client Name] - [Engagement Name] – Tax Summary Report.xlsx.