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How to export customer / taxpayer addresses

📚 Export Customer Addresses

This guide shows you how to export taxpayer and customer address information from your tax return database in a spreadsheet format (CSV or XLS).

⚠️ Before You Begin

You will need:

  • Admin Access - Only administrators can export client data
  • Access to the Tax Software - You must be logged into the current tax year
  • Spreadsheet Program (optional) - Excel or similar to open the exported file

📋 Step-by-Step Instructions

Step 1: Log In as Administrator

Open the tax software and log in using your ADMIN username. Only administrators can export data.

Step 2: Go to All Clients

Once logged in, click on ALL CLIENTS to view your entire client list.

Step 3: Open Manage Return List

In the top right corner of the Client List, click on "Manage Return List"

Step 4: Customize Columns

Click on CUSTOMIZE COLUMNS to modify which fields display in your list.

Step 5: Add Address Column

In the column customization window:

  1. Find the Address field in the available columns list
  2. Click and drag it (or double-click) to move it to the "Selected Columns" section
  3. Make sure Address is now showing in your return list

Step 6: Export as CSV or XLS

In the bottom right corner of the Return/Client List, you will now see the "Export CSV/XLS" button. Click it to export.

Choose your preferred format:

  • CSV - For use in spreadsheets or databases (comma-separated values)
  • XLS - For use in Microsoft Excel or compatible programs

Step 7: Save Your File

Choose a location on your computer to save the exported file and give it a descriptive name (example: "Customer_Addresses_2024.xlsx")

✅ Customization Tips

  • Multiple columns: You can add more than just Address. Include phone numbers, email, tax ID, or any other fields you need.
  • Column order: Drag and drop columns in the list to change their order in the exported file.
  • Reuse settings: Your column preferences are saved, so you don't have to customize every time.

❌ Troubleshooting

Export button is grayed out or not visible

Make sure you:

  • Are logged in with an ADMIN username - Only admins can export
  • Have the Manage Return List window open
  • Have at least one return in your database

Address column is not showing addresses

Some returns may not have address information filled in. Check a few different returns to make sure:

  • The address was entered in the return
  • You selected the correct Address field (not a duplicate or mislabeled field)

File won't open in Excel

Try exporting as CSV instead of XLS. CSV files are more universally compatible with all spreadsheet programs.

📞 Still Need Help?

If you are having trouble exporting your client addresses, contact our support team:

Phone: 1-800-516-9442

Or submit a support ticket



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