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Level 1

Is it possible to export a list of the tax-line mapping accounts? I'd like to send it to our tax accountant so he can help me map my chart of account items.

 
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Best answer December 10, 2018

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Level 15

Is it possible to export a list of the tax-line mapping accounts? I'd like to send it to our tax accountant so he can help me map my chart of account items.

You have this in Reports menu > List reports, Account List. View that report and customize it and the reports have Export as Excel or Save as PDF, at the top.

You only need to do this if your Tax Preparer plans to Import the QB data file into their Intuit Tax Prep program. That is the Only reason for maintaining this function = links two programs together.

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Highlighted
Level 15

Is it possible to export a list of the tax-line mapping accounts? I'd like to send it to our tax accountant so he can help me map my chart of account items.

You have this in Reports menu > List reports, Account List. View that report and customize it and the reports have Export as Excel or Save as PDF, at the top.

You only need to do this if your Tax Preparer plans to Import the QB data file into their Intuit Tax Prep program. That is the Only reason for maintaining this function = links two programs together.

View solution in original post

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Anonymous
Not applicable

Is it possible to export a list of the tax-line mapping accounts? I'd like to send it to our tax accountant so he can help me map my chart of account items.

Yes, you can use our new BRC - List Reporter to create a chart of accounts in Excel that includes the tax line mappings.


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