What Is the Compliance Report Excel Export?

The Compliance Report Excel Export tool allows you to download your compliance report in Excel format, containing the same data as the e-filing. After generating your compliance report, you’ll see the option for an Excel export at the bottom of your screen.

While this format is not valid for filing, viewing in Excel can help with bulk data review.

Once the report is generated, click the Download button at the bottom of the screen and select Excel. If this is not done at the generation time, you must regenerate the report to download the Excel file. You can also choose Save to File Later via the Filing button to save the Excel report.