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Category: Reports

How can I email a report to my customer?

In order to email a report to a customer, you will need to export it into another electronic format, such as a PDF or Excel file. First run the report in TaxSlayer Books Online and then choose the file format from the available options in the dropdown list on the reports toolbar. Select the document type and you will be given the option of opening the file or saving the file. Save the converted file and you can attach it to an email to send to your customer.