Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

Is there a way to export the information listed on the E-file center to excel? E.g. I want to see things like, Name, EF Status, if there is a balance due, etc.

Highlighted
Level 1

I know how to export client information from the HomeBase view but it doesn't provide me with all the information I want to see. Is there a way to export different info like all the columns from the EF Center? Specifically, I want to sort by preparer, balance/refund due, and e-file status, etc.

Labels (1)
0 Cheers
1 Solution

Accepted Solutions
Highlighted
Level 15
Level 15

You can customize the columns in a regular HB view, then export and print....not sure if all the columns you want are available though, you'd have to look.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

0 Cheers
1 Reply 1
Highlighted
Level 15
Level 15

You can customize the columns in a regular HB view, then export and print....not sure if all the columns you want are available though, you'd have to look.


♪♫•*¨*•.¸¸♥Lisa♥¸¸.•*¨*•♫♪

View solution in original post

0 Cheers