1. | Log on to GoSystem Tax RS |
2. | Select Returns Processing > Import / Export > Export |
3. | Click on the little arrow and select Bloomberg Tax Planner |
4. | Select the Accountant number, Tax Year, and Return Type, and click on Continue To locate more specific return(s), use the remaining optional to narrow the list of returns that you wish to export, and cklick on Continue |
5. | The RS Browser will display a list of returns that met the criteria you identified. Select the desired return(s) and click on Continue |
6. | Select the desired return(s) you would like to generate an export file against by clicking their associated check boxes and click on Continue |
7. | Once the Export Batch Job Number screen displays, make a note of the batch job number and click on Close |
8. | Repeat step 2 and 3 |
9. | Click on Batch Status to display the Batch Status search screen |
10. | Click on Continue to accept the default From date when searching for an export batch that was generated on the default From date. Otherwise, adjust From and To dates to expand or narrow search ranges. Click on Continue to display list of export batches that match your specified date or range of dates The default value of the To date is always the current date |
11. | Click on the hyperlink Batch ID (job number) recorded above to display the Batch Status detail screen |
12. | The following screen appears. When the Export Status column displays File Export Complete, click on Download All or the hyperlink for an individual return to download the export file for a specific return. Password protected return(s) displays a password input field in the Password column that indicates that a password is required. To download, enter the password and click the return's hyperlink |
13. | Browse to your desired directory and folder location to save the Bloomberg Tax Planner export file and click on OK |
14. | Click on OK to close the Download Complete message. |
How to create a Bloomberg Tax Planner export Print
Created by: Phil Knufmann
Modified on: Wed, 27 Jan, 2021 at 3:26 PM
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