Data Import Template: Checking the Export Batch Status

Go to Returns Processing > Import/Export > Data Templates > Export Batch Status.
The Batch Status screen displays. Click Continue to accept the default From date when searching for an export batch that was generated on the default From date.
For a custom date range, adjust From and To dates to expand or narrow the search ranges.
Click Continue to display list of export batches that match your specified date or range of dates.
The default of the To date is always the current date.
Click the hyperlink Batch ID (job number) recorded in Data Import Template: Performing an Export to display the Batch Status detail screen.
The following screen appears. When the Export Status column displays File Export Complete, click Download All or the hyperlink for an individual return to download the export file for a specific return.
The file cannot be retrieved until the status says File Export Complete. Other status options that may appear include: Export In Progress and Export Hyperlink in Progress.
Click the blue hyperlink under Return. A pop-up message will appear asking to Open or Save the export file.

Import/Export/data_import_template_export_2.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022