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| tax_coll:send_in_an_export_report [2020/05/29 14:23 UTC] – created matt | tax_coll:send_in_an_export_report [2020/05/29 20:09 UTC] – matt | ||
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| =====Send in an Export Report===== | =====Send in an Export Report===== | ||
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| + | - From the main menu, click on [Reports]. | ||
| + | - Click on [Export Report]. | ||
| + | - Fill out the teal pop-up accordingly; | ||
| + | - A pop-up box will appear with a file path to where a text file was export to; remember this location. You may want to write it down or take a picture of your screen. | ||
| + | - Email a copy of this text file to your tax district representative. If you are unsure of how to attach a copy of the text file to an email, refer to the steps below. | ||
| + | |||
| + | ===Emailing a Text File=== | ||
| + | - Open your email. | ||
| + | - Compose a new email. | ||
| + | - Attach the text file | ||
| + | - **On Mac** | ||
| + | - Click the paperclip looking icon near the top right. | ||
| + | - Using the file path created in step 4 above, navigate to the text file. | ||
| + | - Select the file (The file name is the last part of the path). | ||
| + | - Click Choose File | ||
| + | - **Through Gmail** | ||
| + | - Click the paperclip looking icon near the bottom of the new message box. | ||
| + | - Using the file path created in step 4 above, navigate to the text file. | ||
| + | - Select the file | ||
| + | - Click Open. | ||
| + | |||
| + | |||
| + | - With the file now attached, type up the email like you usually would and send it. | ||
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