The Download records button in the Financials header exports tax-relevant records for the selected date range: an Excel (.xlsx) workbook with a sheet per record type, or a ZIP of CSV sheets. Pick the range first, then download. The demo below simulates the download and confirms inline; no real file is created.
- Open Download records and pick Excel (.xlsx).
- Open Download records and pick CSV (.zip).
Sample Download records control (interactive when scripts run): the header button with Excel and CSV choices for the selected date range.