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Set your tax software for exports

A
Written by Andy

Tell DepreciationPro which tax software your firm uses and it will produce an export formatted for it.

Go to Settings → Firm Settings. The first card is Tax Software Preference.


Pick your software

The dropdown offers:

  • None (no tax software export)

  • Drake

  • CCH ProSystem fx

  • Lacerte/ProSeries

  • UltraTax CS

  • CCH Axcess Tax

  • GoSystem Tax RS

  • ONESOURCE

Choose yours and click Save.


What it changes

The export button appears on the reports page once a tax software is configured. Leave it on None and there is no tax software export offered anywhere.

This is a firm-level default. It applies to everyone in your firm and to every return.


Overriding it on one report

You can pick a different tax software on the Report tab itself when you need a one-off export in another format. That choice applies to the report you are looking at and is not saved. The next time the tab loads it is back on the firm's setting.

To change it for good, change it here in Firm Settings. See Export a report for your tax software.

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