---
title: "How to Export Bulk Records on Commercial Tax Portal"
slug: "how-to-export-bulk-records"
updated: 2026-06-29T20:21:43Z
published: 2026-06-29T20:21:43Z
canonical: "docs.cotality.com/how-to-export-bulk-records"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.cotality.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Export Bulk Records on Commercial Tax Portal

## 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.

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## Exporting Bulk Records

[Embedded content](https://cotality.storylane.io/demo/oj7oiasvth1n?embed=inline)

1. Navigate to the **Export Bulk Records** page from the dashboard or the left navigation panel.
2. If you manage several client accounts, select the relevant account and click **Ok**.
3. Check the box next to each specific record you wish to export.
4. Click **Export**.
5. Click each file link (e.g., .xlsx or .pdf) from the **Exported File** section to download the records directly to your PC.

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## 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.