Export the Tax Software report to my tax-preparation program

Export the Tax Software report to my tax-preparation program

You can export this report to a tax-preparation program so that you don't have to enter your information again when preparing your taxes.

1 View the Tax Software report.

How?

1 On the navigation bar (The strip at the top of the Money screen where you can click to go to the different areas in Money.), click Reports.

2 In the left pane, click Taxes.

3 Double-click Tax Software Report.

2 Right-click the report, and click Export.

3 Follow the instructions in the Export Report dialog box.

The information from your report is ready for use with your tax preparation program.

4 Start the tax preparation program, and then import the file you just created.

For more information on importing, see the instructions included with your tax preparation program.

What is the tax-exchange format?

This is the file format used by tax preparation software programs.

Is there anything I should do before exporting this report?

Before you export your tax information for use with a tax preparation program, you'll probably want to assign a tax form line to each tax-related category or subcategory in Categories & Payees.

How do I associate a category with a tax form line?

How do I include a category in my tax reports?

Tell me more about preparing for tax time.