Tax Calendar Help

You have the option to export your Premium Pro Calendar entries and import them into other calendar programs that support ICS files, such Microsoft Outlook.

Exporting Calendar Entries

You can export Calendar entries from the date list on either the Calendar tab or the date list on the Query tab:

1. From the Calendar tab, click on the due date of the user entry on the Calendar you wish to export. All entries due on that date will then be listed at the bottom of the screen. From the Query tab, run the appropriate query and the entries matching that query will then be listed at the bottom of the screen.
2. Click on the entry you wish to export. It will then be highlighted in blue. (Select multiple entries by holding Ctrl then clicking on more entries.)
3. Right click on the highlighted entries and select Export to an *.ics file (Based on the Due Date).
   
   
   
4. From the window that appears, enter a file name and choose where to save the calendar export file. Click Save.
   
   The ics export includes the return name, tax type, jurisdiction, and company name.

Importing a Calendar ICS file into Outlook

If you exported entries due on a single due date, you can double click on the file you exported and then click Save and Close on the window that appears. The entries will be added to your Outlook calendar. This method only works if you exported items due on the same due date.

If you exported entries due on multiple dates:

1. Open Outlook.
2. Go to File from the menu bar and select Import and Export.
   
   
   
3. Click on ‘Import an iCalendar or vCalendar file (.vcs)’ and then click Next.
   
   
   
4. Navigate to the ICS file you exported from Premium Pro Calendar and double click on it. Or click on the file and then click OK. The entries will be added to your Outlook calendar.

If you exported Calendar entries due on a single due date, you can double-click on the file you exported and then click Save and Close on the window that appears. The entries will be added to your Outlook calendar. This method only works if you exported items due on the same due date.