Export CSV

Export CSV downloads spreadsheet-ready rows for fund entries, amounts, and source metadata when data is Available.

Steps

1. Open the client tax year.
2. Click Export CSV.
3. Select options (e.g. state) if prompted.
4. When status is Ready, download from export history.

Use cases

• Workpaper support for state exempt income
• Bulk review across multiple funds
• Import into internal tax prep tools

Filename pattern: {ClientName}-US-Obligations-{TaxYear}-{State}.csv