Overview
When managing large volumes of tax reports, you may need to work with your data offline or in other internal systems. Exporting bulk records allows you to download a comprehensive list of reports requiring decisions so you can review them in a spreadsheet format.
Exporting Bulk Records
Navigate to the Export Bulk Records page from the dashboard or the left navigation panel.
If you manage several client accounts, select the relevant account and click Ok.
Check the box next to each specific record you wish to export.
Click Export.
Click each file link (e.g., .xlsx or .pdf) from the Exported File section to download the records directly to your PC.
Outcome
You have successfully generated and downloaded a file containing your pending bulk tax records. You can now use this file to make offline decisions before re-uploading them to the portal through the Decision Bulk Records sub-module.