To create a job export from a tax return:
Open Elite Practice Management.
Open the relevant client record.
Go to the View Jobs screen.
Right click onto the relevant return.
Select Export return.
Save the job export to a convenient location on your computer. (I.e. the Desktop).
Take note of this location as you will need it when uploading or attaching the file.
šNote: Make a record of the save location, as you will need it when uploading or attaching the file later.
