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Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics here.
Tax year 2025 individual e-filing is now open. For resources to help start your tax season check out Hot Topics here.
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- Export to File
Export to File
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Justin98
Level 2
3 weeks ago
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I use the export to file feature in order to export some client info to an excel sheet in order to make an internal document to go with our workpapers. Because all refunds must be refunded electronically, I wanted to add the bank name, routing number and account number to my sheet so that we can review with the client that the correct banking information is on file. It does not appear that these fields are an option in the export feature (which is probably a very good security feature). I still wanted to ask if this was possible. Most likely when I add it to our information, I will make it so only the last four or five of the account number shows up.
Thank you
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