Import from TaxSlayer Pro

Upload your exported CSV file to import client records

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How to export from TaxSlayer Pro Desktop: Go to Reports → Client Reports, select the last (unfiltered) filter line, choose "Export to Microsoft Excel File" from the Generate Report Type dropdown, click View → Yes, select Check All to include all fields, then save the CSV file.

Drop your TaxSlayer Pro export here

or click to browse — supports CSV and Excel files

ClientReports.csv

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Download a template CSV with all TaxSlayer Pro column headers