Export to Tax Software Dialog (US)

Select the tax software to which you want to export.

To export to a tax software in a different country, from the menu bar, select Engagement | Properties and in the Tax Jurisdiction drop-down, select the appropriate country

For instructions on exporting, select from the drop-down:

Type or click Browse to select a location for the export file.

Enter the name of the export file.

Note: If exporting to CCH ProSystem fx Tax, do not change the default filename of COMPFILE.

Displays the file extension of the export file. The file extension is automatically completed based on the tax package selected in the Tax Software drop-down.

• CCH ProSystem fx Tax: TXT
• GoSystem Tax: FT
• Lacerte Tax: In Export File Extension, the type of tax entity and the tax year (both specified in Engagement | Properties) determine the extension to enter. For example, if the tax entity is a corporation and the tax year is 2006, type CB6 as the export file extension, where C indicates a corporation and 6 indicates a 2006 year-end. Other examples for a 2006 tax year are shown below:

Tax entity	File extension
Corporation (C)	CB6
S Corporation (S)	SB6
Partnership (P)	PB6
Non-Profit (N)	NB6

Note: "6" denotes a 2006 tax year file. Change the number as needed to represent the tax year, for example "5" for a 2005 tax year file, and so on.

• UltraTax: DWI

Displays the tax year of the client file as specified in the Engagement Properties dialog. Use the arrows to change the tax year.

Select to include prior year data.

Note: Prior year data such for calculation of tax deductions for fixed assets depreciation under the MACRS are exported even if this check box is not selected.

Enter or click Browse to locate the tax return file to which information should be exported.

Select to export information about a single entity only. Only available in consolidated client files. If selected, the Entity Selection dialog displays once OK is clicked.

Select to export associated sub entities along with the entity. When selected, a consolidated total of the parent company and its subsidiaries is exported.

Note:The parent company name and address will be included for all tax exports. If exporting entity specific data from a consolidated file, company name and address for sub entities must be modified in the tax software once data has been imported.

Select to convert a foreign tax balance to the default currency before exporting. A foreign exchange rate applies to opening balances, transaction amounts, and tax adjustments posted to accounts.

• Select to include other basis adjustments in exported balances.

Select to include other adjusting 2 entry types in exported balances. See Create Extra Adjusting Entry Types for more information.

Select to include other adjusting 3 entry types in exported balances. See Create Extra Adjusting Entry Types for more information.

Select to include client information (Engagement | Properties) in the export.

Select the type of book balance to include in the export.