Exporting data to a CSV or Excel file

Here’s how to back up your data from Adams® Tax Forms Helper® to a comma-separated values (CSV) file or Excel® file.

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Written by Adams Tax Forms
Updated over a week ago

Your security is important to us at Adams Tax Forms Helper.

For users who would like to download or backup their data, we advise restricting unauthorized access to your computer by a password. You may also consider encryption software in the event of a stolen device or unauthorized access.

Exporting data from Adams Tax Forms Helper

Under “Filings,” select the Form you want to export to a CSV or Excel file. You will also see the Payers and Recipients listed as shown below.

Click the “Export” button under the “Filings” page, and a dropdown menu will appear.

Simply click “CSV” or “Excel” to download the file(s) you want to export.

Your CSV or Excel files will download automatically. If your download doesn’t begin automatically, be sure to check the pop-up blocker settings in your browser. Once your files are finished downloading, check your downloads folder for the file.

Good on you! You’ve exported your tax data.

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