Extract lets you summarize tax details like wages, other income, or convert bank transactions, invoices, receipts to excel format easily.
Step-by-Step Guide
1
Register for the Product
Create your account on our platform to get started.
2
Get Custom Enhancements Enabled
Enable any custom enhancements if there is any requirement.
3
Choose What You Want to Do
Summarize the tax details like wages, other income etc, or convert bank transactions, invoices, receipts etc to excel format.
4
Choose the Option and Source Folder
Select the option, choose the source folder and run the process.
5
Wait for the Process to Complete
Allow the system to process your data.
6
View the Details
Once it is complete you can see the details.
7
Review Previous Transactions
You can come back and see previously processed transactions and review and use it any time.
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