Exporting Preparer/ERO Information

This procedure exports the entire preparer list as a .csv file to the location you designate.

To export a list of preparers:

  1. From the Return Manager, do one of the following:
  • Click the Preparer/ERO button on the toolbar.
  • Click the Tools menu; then, select Preparer/ERO Manager.

Preparer/ERO Manager (Preparer tab)

  1. Click Export.

The Export Preparers window appears.

  1. Browse to the location where your Preparer/ERO information is to be saved.
  2. In the File name field, enter a name for your exported .csv file.
  3. Click Save.

 

See Also:

Inserting Preparer/ERO Information