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The Form Data Export is a pre-populated template that includes the current information on file for the selected tax form and year for the filtered accounts in the table. This export is properly formatted to be ingested into our platform, which allows for quick changes to the extent any updates to the form data are required.
Please follow the steps outlined below to export the Form Data Export:
Step 1: From the Eligibility page, ensure that you have the proper form type and tax year selected from the top right.
Step 2: If needed, filter to the necessary account(s).
Step 3: Select "Export" from the top right of the Eligibility Table.
Step 4: From the next window, select the checkbox next to "Form Data”.
Step 5: Select "Export" from the bottom.
