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Exporting Efiled Client List


#1

I exported the Efiled Client list so I could compare to our client management software. The Efile field shows the same transmission number, doc control #, date, and time on every one of the clients. Looking at it individually from within the software is fine. But it doesn’t export correctly.

I realize I shouldn’t have to do this comparison but I’m still working out the bugs in my processes after having switched to TaxCycle this year.

Do any of you know how to export a client list of those who were efiled last week?

Just wondering. :smile:

Thanks.