Generate PDF

From a client tax year, Generate PDF produces a downloadable report with exempt vs taxable amounts and source links for Available entries.

Steps

1. Open the client tax year with OK fund entries.
2. Click Generate PDF (or Export → PDF).
3. Select the state if prompted.
4. Wait for status Ready in export history.
5. Download the PDF.

Report contents

• Client and tax year identification
• Fund entries with ordinary income, obligations %, exempt and taxable amounts
• Source URL and publish date where catalog data is Available
• Pending entries listed without guessed amounts

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