You can export the Tax Summary Report for
The spreadsheet created by the export includes separate worksheets for each tab in the Tax Summary Report. Accounts are listed by their corresponding groups and sub-groups.
To export the Tax Summary Report for an engagement, do the following:
- Click the engagement on the Engagement List page.
- Click on the navigation bar and select Tax Summary Report.
- Click Export on the toolbar. The exported report is saved to the Downloads folder on your computer with a default name of [Client Name] - [Engagement Name] – Tax Summary Report.xlsx.