Export to Excel

Export downloads the project's financials as one Excel workbook, ready for your adjustments. You can export once every return is extracted.

Steps

1. On the project's Financials card, choose Export to Excel.

   

   

2. If warnings are left, a window says how many, such as 2 warnings left. "You can still export." Choose Export anyway, or Cancel to go back and look at them.

   

   

3. The workbook downloads.

Good to know

• The workbook has seven tabs, newest year first: Income Statement, Balance Sheet, Tax Basis Income Statement, Earnings Bridge (Unadjusted), IS Audit, BS Audit and Reconciliation.
• When a return has Form 8825, an eighth tab, Rental Properties, follows the Income Statement, with each property side by side.
• IS Audit and BS Audit repeat the two statements with where each year's amounts were read, so the clean tabs paste straight into a report. Reconciliation lists every check, with each one's result.
• Preview workbook on the Financials card shows this same workbook, tab for tab, before you download it.
• Export to Excel is ready once every return is ready. Reviewing returns isn't needed.
• Warnings and checks that don't tie never stop an export. The file uses the amounts as they are, with your corrections, and says nothing about the warnings.
• The file is named after the company's name on the returns and the years it covers: the company name, then "Financials", then the first and last year, such as Company Name - Financials 2021-2023.xlsx. One year shows just that year.
• Very long company names are shortened, and characters a file name can't hold are left out.
• If a year is missing between your returns, the project's warnings banner says so and that year's column is left empty.

If something goes wrong

When export is off, the reason shows under the card's title.

• "Extract 2025, or remove it, to export." A file you added hasn't been extracted yet. Choose Extract in the bar under the cards, or remove the file. While a file is still finding its year, the reason says "Extract the new file, or remove it, to export." If a file we can't use is still there, Extract stays off, so the reason starts with "Replace or remove the file we can't use"; do that first.
• "Export is ready once every return has finished extracting." A return is still extracting or couldn't be extracted. Wait for extracting returns. For a failed return, follow the rest of the reason, such as "Try 2021 again, or remove it to export without it." A return out of tries says "Remove 2021 to export without it."
• "Updating the financials with your latest correction…" Wait a moment. Export turns on once the update is done.
• "The financials didn't finish updating after your last correction. Press Try again on the Financials card to retry." Choose Try again under the card's title, beside "Still updating".