​Neat Smart Organization System Neat Smart Organization System - Select Date Range for Export to Turbo Tax

Neat Smart Organization System - Select Date Range for Export to Turbo Tax

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Export to TurboTax – Selected Date Range

Learn how to export items in a selected date range to TurboTax using the Neat Smart Organization System. Neat’s Filter function allows you to search for the items you want to export to TurboTax by the date they were created. Follow the steps below to select a date range.

Export to TurboTax – Selected date Range

  1. Open your Neat Smart Organization System. (orange logo)
  2. In the Folders pane, click on the folder that contains the files you want to export.
    Neat Lightweight App Export to Turbo Tax - Step 1
  3. In the Details View pane, click Show Filters.
    Neat Lightweight App Export selected date range - Step 2
  4. Click the small down arrow next to Date Added and then select the date criteria for the files you want to export.
    Neat Lightweight App Export selected date range - Step 3
  5. In this example, we filtered for items added in the Last 7 Days. Once you’ve selected your date range, in the menu above the Details View pane, click the small down arrow next to the Send To icon. Select Tax Software in the drop-down menu.

    Neat-Lightweight-App-Export-to-Turbo-Tax-defined-date-range-Step-2

    save to

  6. A Save As window will open. Browse the location you want the exported files to be saved in, enter a File Name, then click Save.
    Neat Lightweight App Export selected date range - Step 5
  7. The exported .TXF TurboTax compatible files will appear in the location you selected in Step 6. You can then import these files to your TurboTax software.

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