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Export Clients from DTMax/Taxprep

Select your customers (put in yellow). In the menu, select Folder > Print > Customer list.

Tagged customers and Export to file - comma delimited. Select the data to be exported.

Determine the location of the file and name it with the extension dot CSV. For example, it could be For GEM-CAR.csv. You are ready to import your file into GEM-CAR.

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