Exporting List of Returns in W-2/1099

You can export a list of your clients' returns to a Microsoft Excel file.

To export a list of returns

1. In Return Manager, mark*Marking_Records the returns you want to include in the list, or click Mark All to select all returns.
2. On the Reports menu, click Export Marked Client List.
3. Choose a destination drive and folder, and then enter a file name.
4. Click Save.

If your exported client lists display as blank pages, follow the procedure below.

1. On the Tools menu of Microsoft Excel, click Options.
2. Click the View tab.
3. Under Window options, select the Sheet tabs check box.
4. Click OK.

Your information now appears on the Sheet1 tab of the spreadsheet.