You can easily export journal entries with all tax related info and send them to your accountant. You can perform this export any time you need.
To do this:
- Access the export screen.
Reports and exports > Exports – Export for tax consultant
- Choose a Start date and End date for the information you want to export.
- Generate the file.
- Wait for the status of the grid line for your selection to show Completed.
- Open the Consultation screen ( ).
- Download your file ( ).
You now have an Excel file with your journal entries, ready for import in Sage Despachos.
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