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Bloomberg tax planner

Create an export file

You will log in to the RS Browser to create an export file for Bloomberg Tax Planner.
  1. Select
    Returns Processing
    , then
    Import/Export
    , then
    Export
    .
  2. In the
    Select Export Type
      dropdown select
    Bloomberg Tax Planner
    .
  3. Select the
    Account number
    ,
    Tax Year
    , and
    Return Type
    , and then
    Continue
    . To locate more specific return(s), use the remaining optional filter options to narrow the list of returns that you wish to export.
  4. Select the returns that meet your criteria and then
    Continue
    .
  5. Select the returns you want to generate an export file for and then
    Continue
    .
  6. The Export Batch Job Number screen shows you the batch job number. Make a note of this number and close the dialogue.
  7. Expand the
    Select Export Type
     dropdown and select
    Bloomberg Tax Planner
    .
  8. Select
    Batch Status
     to open the screen.
  9. Select
    Continue
     to accept the default
    From
     date when searching for an export batch that was generated on the default
    From
     date. Otherwise, adjust
    From
     and
    To
     dates to expand or narrow search ranges. Select
    Continue
     to display list of export batches that match your specified date or range of dates.
  10. Select the hyperlink Batch ID (job number) recorded above to display the Batch Status detail screen.
  11. When the
    Export Status
     column displays
    File Export Complete
    , select
    Download All
     or the hyperlink for an individual return to download the export file. Password protected returns aren't included in the Download All results.
  12. Save the export file to your machine.

This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1040 Individual, 1120 Corporation
  • Subject: Export
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