Documentation | User Guide

Documentation | User Guide

Export the list of tax agents

This section of the guide explains how to export the list of tax agents in CSV file.

To export the list of tax agents:

  1. Click on the Tax Agents menu. This action opens the List of Tax Agents page and displays a list of all tax agents;
  2. To filter the list, enter the desired information into the search field. If you don't know the full name of the agent, enter the first characters. You can use the same procedure for the email address;
  3. Click on the magnifying glass icon. This action shows items that match the characters entered.
  4. If necessary, use the arrows to the right and left at the bottom of the board.

  1. Once the table shows the appropriate items, click the Export List of Users button. The file is automatically downloaded to your computer.