Export Data to H&R Block
Neat enables you to export your data to a variety of different file formats that are supported by H&R Block. This makes it possible to export your data from Neat and import your data to H&R Block for your yearly tax preparation!- Locate the item you want to export to PDF and put a checkmark in front of the item.
- Then select Export.
- Select Image as PDF.
- The PDF file will be downloaded to your computer and can be accessed in your downloads folder.
TXF
Please Note: You can only export receipts to a TXF file.
- Locate the receipt(s) you want to export to TXF and put a checkmark in front of the receipt(s).
- Then select Export.
- Select Data as TXF.
- The TXF file will be downloaded to your computer and can be accessed in your downloads folder.
