How to Export Reports

This export function does not apply to income tax returns.

Using the Print to file checkbox, reports may be output as Microsoft Word, Excel or text files. This is useful for saving a copy of reports; formatting reports before printing; or emailing reports to clients or partners. Refer to How to print a report to file.

When printing income tax returns, the Preview window allows for generating a PDF document; sharing documents through Document Manager, and saving those documents as required.