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How to export clients to CSV file

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1. Log in to the Tax year you want to log in under and make sure your under the ADMIN username (only ADMIN can export data)
2. Once logged in click on ALL CLIENTS
3. On the top right of your Client List, you will see "Manage Return List" click on this
4. Then click on CUSTOMIZE COLUMNS
5. Find the Address and CLICK AND MOVE it onto the screen with the other COLUMNS
6. Now you will see the address listed, and you can now go bottom right corner of Return/Client List and click Export CSV/XLS

Tags: web,setup