You can export your tax details in different formats. There are three options to export tax details:
Prerequisites
For a successful Tax export operation, the Staff Permission Tax Exports must be checked.
Steps
Export to File
- Navigate to Settings > Data > TAX Exports.
- In the Tax Export box, select Export to File.
- A .SNF file will be downloaded to your local system with the tax details.
Export for Alpha Tax
- Navigate to Settings > Data > TAX Exports.
- In the Tax Export box, select Export for Alpha Tax.
- A .CSV file compatible with Alpha Tax will be downloaded to your local system with the tax details.
Export for Sage PT
- Navigate to Settings > Data > TAX Exports.
- In the Tax Export box, select Export for Sage PT.
- A .TAX file compatible with Sage Personal Tax will be downloaded to your local system with the tax details.