You can export a list of your customers that contain the same information that is listed in the Tax Returns screen of both the Online and Desktop software.
In Online, from your Tax Returns screen click View More Actions and select Export Client List. This will prepare an Excel sheet of your customers with those informational columns. You can customize these columns through the Return Settings icon on the right side of the screen and click Customize Columns.
In Desktop, again from the Tax Returns screen you will find an Export… button at the bottom of the window. This will likewise generate an Excel sheet of your customers with the shown column information.
