RedGearTech Blog

How Do I Store Tax Returns Into ArkWorks From TaxWorks?

To export your tax returns from TaxWorks to ArkWorks, select one of the following:

For Multiple Clients
1. Select Batch Process from the Client Selection screen.
2. Tag the clients you wish to export to ArkWorks.
3. Select Print/Save/Email (select sets) from the Process Options drop down box.
4. Click Process.
5. The Advanced Form Delivery screen will appear. Select a set to export in the Save section.
6. Click the ArkWorks button.
7. Click Start Job.

For a Single Client
1. Open and Review the return in TaxWorks.
2. From the Review screen click the Adv. button.
3. Continue with steps 5 through 7 above.

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