With the sale of the Accountant's Group to Access Group, Reckon Elite will transition over to Access Group from August 1.

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RECKON ELITE: How do I create a Job Export?

Rav
Rav Administrator Posts: 12,610 Community Manager Community Manager
edited July 2020 in Reckon Elite
Hi everyone,
Please follow the steps below to create a job export from a tax return. 
  • Open Elite Practice Management.
  • Open the relevant client record
  • Go to the View Jobs screen.
  • Right click onto the relevant return.
  • Select Export return.
  • Save the job export to a convenient location on your computer. (I.e. the Desktop)
  • Take note of this location as you will need it when uploading or attaching the file.
The Job export can be sent to support when the case is logged or when requested by an Elite Support Analyst for an existing case. These export reports provide the Elite support team with detailed information on the errors. 

For more detailed information on Job import/Export please see the Elite in app help.

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