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How to export clients to CSV file

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📊 Step-by-Step Guide

1. Step 1: Log in to the correct Tax year

   Use this when you need to export the right client data for the correct year.

   Log in to the Tax year you want to log in under and make sure you are under the ADMIN username (only ADMIN can export data).

2. Step 2: Open the Client List

   Use this to get to the list you will customize and export.

   Once logged in, click on ALL CLIENTS.

3. Step 3: Open Manage Return List

   Use this to access the export settings for your list.

   On the top right of your Client List, you will see "Manage Return List". Click on this.

4. Step 4: Customize columns

   Use this to choose which fields appear in your export.

   Then click on CUSTOMIZE COLUMNS.

5. Step 5: Add the Address column

   Use this to ensure the Address field is included in the exported file.

   Find the Address and CLICK AND MOVE it onto the screen with the other COLUMNS.

6. Step 6: Export to CSV/XLS

   Use this to download your customized client list.

   Now you will see the address listed. Go to the bottom right corner of the Return/Client List and click Export CSV/XLS.

Tags: web,setup