Export   

     Setup >> Import >> Analyze >> Reports >> Export to 3rd Party Tax Software    

I. Print to Paper:

 

  • Select "Print Preview"

 

 

  • Select "Print".

 

 

 

II. Export to a File for other Software:

 

  • Select File/Export/To Tax Software

 

 

  • From the menu select a desired file format.  TAPro will generate a file that you can open using Excel or the indicated program.  For new formats have your 3rd. party tax software provider contact our support team.

 

 

III. Export to TurboTax:

 

  • Select File/Export/To Tax Software (see Export to a File for the screen shot).

  • Select an Export format for TurboTax.  This creates a .txf file that TurboTax can import.

 

 

 

IV. Export to TaxCut:

 

  • Select File/Export/To Tax Software (see Export to a File for the screen shot).

  • Select an Export format for TaxCut.  This creates a .txf file that TaxCut can import.

 

 

Note the "recommended" version will place the wash sales adjustments in the Sales column.  This will avoid a complaint by TaxCut but then the Sales total will not match the TAPro Sales total.  The alternative export will use a negative Cost number but TaxCut might complain about this but the Sales total will match the TAPro sales total.

 

 

     Setup >> Import >> Analyze >> Reports >> Export to 3rd Party Tax Software  

 

 

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