Prior to exporting a tax plan a purchase needs to be made for the current tax year of ProConnect Tax.
To export the tax plan:
- Open the tax plan.
- Click on the Summary tab from the far right.
- From the left hand column, choose US Summary Condensed or US Summary Expanded.
- Click on the Export to PDF button in the upper-right.
The PDF will save inside of your Downloads folder in the browser.
You can quickly access the download window by hitting Ctrl + J.