How do I export the client list from UltraTax?
Open UltraTax Click on Utilities, Database Manager Select a client database and click on continue Click on Design a custom report Click on Add and enter a name for the report Click on Continue Select the fields that you want to export, Click on OK, Done Click on Cancel on the Print selection Menu Click on Tools, Export Change the format to ASCII Change Report Layout to the custom report you created Click on Export Send the file(s) created to eFileCabinet Technical Support for conversion. Top • How do I export the client list from TaxSlayer? In order to convert the client list from TaxSlayer you will need to send eFileCabinet Technical Support the following database file: CLIENT.DBF file located in the C:\O2RCSD1 folder. Top • How do I export the client list from TaxWise? 1- Login to Taxwise as Admin 2- Click on Reports, Reports List 3- Select Client List from the list of reports, Click Ok 4- Select Disk under Printer Options, Click OK 5- Select Comma-separated Values under Format, Clic
