Export Provision to Return

The data in a Provision dataset in the system can be exported into a file that is in a format that meets the import specification of major compliance systems. This allows the Tax Return process to start with Provision data that can be adjusted as necessary.

Each compliance system has specifications for the type of file and the data it requires. The system has an export feature for major compliance system file formats. There are some additional mappings and configurations that must be established in the system to mesh the provision and return presentation.

For more information about export to your specific compliance system, contact your Client Manager or the support group.