Forms Page Exports

The Forms page exports are designed to give tax managers a clear, downloadable view of what has been generated and reported for a selected form type and tax year. Using the Export button on the Forms page, you can generate CSV reports that mirror the Forms table and surface key form values, making it easier to review activity in bulk and support internal reconciliations.

The following exports are available to export from the Forms page:

• Forms Table Report
• Forms Value Report
• Mailing Summary Report
• Mailing Status Report

Forms Table Report

The Forms Table Report provides a row-per-form view of generated forms, with key details to help you review, filter, and keep records of what has been generated and when, as well as if forms have been physically mailed.

Forms Value Report

The Form Values Report lists key, form‑specific values for each form in scope (e.g., Account Owner details and the values currently populated on the latest generated/filed forms).

Mailing Summary Report

The Mailing Summary Report provides a form-level summary of a physical mailing submission. Use this report to review the outcome of a mailing request, including the forms that were mailed and any forms that were not mailed because of a mailing issue.

The Mailing Summary Report appears in the Notifications tab of the left navigation bar after forms have been submitted for mailing, where it can be downloaded for review.

A Mailing Status Report is also available from the Reports page. For more information, please refer to the following guide: Mailing Status Report