TXF Export

The Truckers Helper provides the capability to export data in a popular tax format. Before you can export your data you MUST assign your accounts to the proper tax form and tax line. TXF format is an industry standard format that is accepted by most tax programs.

To Export In TXF:

  1. Display the Income & Expenses window as outlined in About Income and Expenses.

  2. Click the Setup button located on the Income & Expenses toolbar. From the Setup pulldown menu choose TXF Export The TXF Exporter window is displayed.

  1. Click on the Account Name you wish to assign to a tax category.

  2. Double click on the Export Item (form name) you wish to assign the account.

Note: The TXF Export dialog box only list accounts that have entries - it will not show all the accounts in the Charge To Account list.

  1. The form name expands with a list of line items that appear on the form.

  1. Double click the line item you wish to assign the account. A message dialog box is displayed asking you to verify your selection.

  1. Click Yes to verify. Click No to reassign it.

  2. After you have all your accounts assigned to the proper tax form and tax line you are ready to export the table.

  3. Click the Export menu.

  4. Click Yes. The Save TXF Export dialog box is displayed. Choose the directory you wish to save the file.

  5. Click Save.

Note: You can export from earlier versions of TXF format by clicking Versions from the menu bar. Your tax program should use the latest version. Be sure to check which version of the TXF format your tax program is using.