--- title: "Export Hub" description: "Learn more about how the Export Hub feature works in JuanTax." url: https://help.juan.tax/en/articles/91-export-hub collection: "Other Modules" updated: 2024-11-19 language: en --- # Export Hub Learn more about how the Export Hub feature works in JuanTax. Export Hub is a convenient cloud solution that enables JuanTax users to simplify the collation of exported documents. Using this feature, you can conveniently export different reports or forms out of JuanTax such as: 👉🏽 PLUS Reports (Books of Accounts, Financial Statements, and Other Reports) 👉🏽 Tax Forms (Sources of Tax Forms, Attachments in CSV or Excel format) 👉🏽 Other Reports **Features**: - **Data management**: Export Hub lets you manage the data that you own, and export them anytime. - **Flexible filter options**: Helps you narrow your search and limit the types of information that are exported. Choose what you want to export, from tax returns, transactions, to reports. - **Export status monitoring**: Monitor the status of your export using the displayed banner on the Export Hub page. * * * A. From the sidebar menu, click on **Export Hub.** ![](https://downloads.intercomcdn.com/i/o/310198768/e32bc8b97400354d86538259/image.png?expires=1730690100&signature=09029fa52257b2af065c34d623031a4e9c06c9cbb7920d0055fb1e0f16b8a073&req=dyEnF8B2modXFb4f3HP0gK7k%2B1tP7ZxPlYjmZR019c1vDwJx60%2BWaNIXM%2FdH%0Ai5A%3D%0A) B. Module Side B.1 - File Export List - This list will show the files that are already exported. - File Export Status - This will show files that are already in progress or those that have errors. ![](https://juantax.intercom-attachments-7.com/i/o/310194400/0ced08c034b1c424e845c28d/yUfjFEdgX5v1AoIfnj9OenQEJI8y6DKjLz4HRKua82TehVcSKFKPQrGICz8lCpIPlMJyrbuk6yDzWzFhG6GRXKs72i0Kbnd8bldrN2jE7NFwyWsnPxUTpyErmAADe0ucdKTCAJNM?expires=1730690100&signature=56ca1b0956eb106e0cc6376629c252630cf55021f5721f71cc358f44910f86b4&req=dyEnF8B6mYFfFb4f3HP0gPLBHnemwpEV6ufwM%2BWBDNW%2B%2FQL%2FE%2FHT3ER2WntM%0AOuQ%3D%0A) B.2 **Filter Options** - The Filter options will show you the **Type** **of Tax Return**, **File**, **File Type, Start and End Date** for a specific organization. You can also select multiple forms, types, and files for each option. 1. **Tax Return** - This dropdown will show all forms available for a specific organization. 2. **File** -This will show all files and attachments. 3. **File Type** - Here, you can find all the file types. 4. **Start Date** - A calendar will pop up and you can select a start date range to search. 5. **End Date** - You can also set the end date. Click the year to see a list of months, then use the left and right arrows to move through the calendar. ![](https://juantax.intercom-attachments-7.com/i/o/310194401/c189a438941ba32e9c2b0254/4MFIW-a_u7UFlMMG_M87R4lvrwwRBfY_U8TC_TryJFhUvft181b2B0T14IWiOj_1SLjOHJ5FFEWq-Vo76uZLVMMXmxaN3hmoR8j80iNzMZw5WwG8FrplQrWkStTFfvUK_VVp2MpW?expires=1730690100&signature=78beacbb847822525553eaaf33b32a06b6deb9b056260e79bee20821c31c0883&req=dyEnF8B6mYFeFb4f3HP0gKBjZxKun8PG7y4IXHYnTy8Xilhng5%2FTu%2FCAft1Z%0AXYo%3D%0A) B.3 **Filter Tags** The data that appears will be based on the filter options and filter tags that you selected. ![](https://juantax.intercom-attachments-7.com/i/o/310194404/eb8d4dc426516c80aee88a2c/y_HxGTMw9bOcDpsIZ59cPOS7NS8WcDTTW8TQ-WdrDr3CLAeEutcoBXGPSxtHP0zJDGgOdMIBJOBX8YRKgio9dihiWCDA0guuGDoMdBTKpW2wSMSViHPzpeRwJ7SN0i4i_mCCfJU9?expires=1730690100&signature=0bc843719e5bb0fe9cebcbc4dba18aec250fe15e9127d830d725f11793d88576&req=dyEnF8B6mYFbFb4f3HP0gITVt6BU23blZBhgUTE2xky6Y1grvLaa2AaF4Ryu%0A8jI%3D%0A) B.4 **File Export List** **Things to remember:** - The data that appears will be based on the filter options and filter tags that you selected. - Files that are ready to download will also appear here. - This section is collapsible. - There are 4 columns: **File**, **Tax** **Return**, **Date**, and **Info** 1. **File** - Once the user clicks on **File** (Pink Text), the file will automatically download or be exported. 2. **Tax Return** \- Specifies which tax return the file came from. 3. **Date** - Shows the timestamp when the export request was made and who requested it. ![](https://juantax.intercom-attachments-7.com/i/o/310194406/cd92a78fbf66e7041668c805/DOCxFmI3AN_jXQN9__NBCDAgv8gYNzYDNbSbYC7Fmta7zj85_ULKgJSl6IRMitjckK6l4ICFeKZiL7UxMpAgbChspFItST1PdRbzySRd6HpAJgguKkdKrkvYfR8LtPmpSS1k-zhf?expires=1730690100&signature=9b60d72c2b95b547a10ae8324344d5f4723cc57ac4f71f93a1deb2642d2d6a42&req=dyEnF8B6mYFZFb4f3HP0gEPzEtkvSNlmMyMKu5mjEGUt0TudlHcWZ5ichn0N%0A3gA%3D%0A) B.5 **File Export Status** - The data that appears will be based on the filter options and filter tags that you selected. - The progress and status of your file will appear here. - There are 4 columns: **File**, **Tax** **Return**, **Date**, and **Info**. 1. **File** - Once the user clicks on **File** (Pink Text), the file will automatically download or be exported. 2. **Tax Return** - Specifies from which tax return the file came from. 3. **Date** - Shows the timestamp when the export request was made and who requested it. ![](https://juantax.intercom-attachments-7.com/i/o/310194407/33c5f526ea09ec06657b7435/Oc2oPb9BtXHjHKBskR38xC4lW6SNA9LALlgcDphoF2M4biCFKh8A1eEJjJLVliWzwri5BgKzz4CnTLpXGw4-h9SmLk_gzWPLdEeYWuIHvqLmhEGXBBB8zJsnM5n08RKeSIPHrf4j?expires=1730690100&signature=67363b289499b6e0ef91775630a94e7a80c2a361ba37b618f8a79fe4024ad4e7&req=dyEnF8B6mYFYFb4f3HP0gDquJS5VRlVK8wukyY9PRpMwA43ugftjm1Ps7OTF%0AWv8%3D%0A) C. Tax Form/s Side C.1 Tax Forms The example shown here is downloading an Alphalist Excel: ![](https://juantax.intercom-attachments-7.com/i/o/310194408/7e648056e5588466fe6945aa/5txO7QXm4nYNDg1VSv-rO-06B4KVSYB3_XESJNfswcuBU-5466i9IM7CioMyAINdumkiONJaP9nnVapwF2lGonlYXVFykG1piOmppJn6EzThxOPFs8QWIyN9NfXp87bvFXJOBqTl?expires=1730690100&signature=68a5f795f9d8b9d3e3070ed1e4e55c0015688f535188b19a64544abac5c4dbe9&req=dyEnF8B6mYFXFb4f3HP0gM%2BzeBebw%2Fkh5D%2B7kYwP9R2n%2FuwjrEE8J9v3KK%2FI%0A%2B04%3D%0A) C.2 Tax Forms After clicking the button, a modal will appear. ![](https://juantax.intercom-attachments-7.com/i/o/310194410/475d5da58906c171fd6fc047/7YDy4vQcdoZSCbcnzMqmp0LW99Rs_dyVs8CNHMqxgvfo4yoeR5yDkF3usWFd9-y6gs67H7OrmYt17VBlwoi4je8tsBGWOZeaTVYyN2NofduM0lOGKjnAnE1fQ0ibQdLhQvNxkG0U?expires=1730690100&signature=3f4e3a69cb0beb2471a0dbb6d96b1ead5878ecb89c9a755cd2e81f172962fb36&req=dyEnF8B6mYBfFb4f3HP0gDO4YIbYm0dbLahTbavor5vrPemjoL1l9S6H%2FjxG%0AfYc%3D%0A) C.3 Tax Forms A banner will appear showing the status (**in progress**, **completed,** or **with error**) of the file you are trying to export. ![](https://juantax.intercom-attachments-7.com/i/o/310194411/fbdb1c6300e47b3a32a86683/uayfZKsqESyVCPGFHp7HdKdNRzghoygCcMMKImigI07LLSaShnenviZi2rQJW84MsFlxOkGlK1sZFjn7SL27G07udrsWKlipW9BS-w1UHxb0u0hDohX8opbLZnJTxsI8zWqODXbE?expires=1730690100&signature=5fed551dc42edb993b8ba151d7eabc35914a3b65a0b14f7c29b8b974e7e60929&req=dyEnF8B6mYBeFb4f3HP0gAEJ%2BboaYhCxa8l4srmQSvUGRwRE2ctPurPsZ6BB%0AFMo%3D%0A) You can click the pink text **Export Hub** from the banner to get directed to the Export Hub. ![](https://juantax.intercom-attachments-7.com/i/o/310194418/d136f3bb8fb924b56cc7859a/3rb0yAZq_y7WO2cLo4l3KHwd9rXVgiw7pv2WgNeAnEEWHPGgZ-qgUPy8VWESnyHIDGIsVIDFNs01LQEyh82_rVqszay6-a1epSC1ClrQ3YfsnAP4htC_fIIvzuTJO81WpjiFUkwT?expires=1730690100&signature=612b7f2f0954aac88d841f79ffd19c4ca2d2765b0e9a2f5677ce798f77c53f7a&req=dyEnF8B6mYBXFb4f3HP0gGMlwS2oxcJ%2BQX4ET1LnGctChcgrr2h3MBSC8ufA%0ABhI%3D%0A) Once done, simply click the “**x**“ button on the top right corner of the banner to close the banner itself. ![](https://juantax.intercom-attachments-7.com/i/o/310194422/94053bb2fa3b54f1d604ed76/CrIbH-Ljs2NRkJ4VT-wC6imFUhPZHUEZw25VHL-ADpsoDZZ79wQ1SxzuNwuTD4OhK7pnaxA40wbQYgyhWMq5HWPXf1fvd4gQ6O6A8WfIqZDJBXG6LUy1otzbW8lWSY7yr-8tn5Wo?expires=1730690100&signature=31c7e067cf3d0aab545bd101b6cc05a75611b6a0e95f288c710e4079357d2607&req=dyEnF8B6mYNdFb4f3HP0gKzj8ueNMYXUyT6%2FNI5qQFaL9StxUZOY48cNmIu5%0AggE%3D%0A) The banner will also show whether the download did not push through. ![](https://juantax.intercom-attachments-7.com/i/o/310194423/5357984f6e12a63b1b0e90b5/1LLc8oS2YvC2WCbj6Vrup10PBPxnCmYoq8OdAcdzCerPBQV8QR4tlxor3h0faOt87hpzhYjf5n7nn7Bbd1u2Sg3haeauBt_Q2EAQEZy7GxZxRt-D97Vhchu5mmpf8-d76ATOhqtH?expires=1730690100&signature=53ef430cd7440f97e6f786dad788666911821475e43e96b761cacf04fd217c2e&req=dyEnF8B6mYNcFb4f3HP0gAuvRFmxQeQkBqEBATT8Qw%2FM6ZYACmZemnr4JbPb%0Ax0s%3D%0A) C.4 Tax Forms In situations where you try to export a file that is still in progress, an error modal will appear. ![](https://juantax.intercom-attachments-7.com/i/o/310194424/f0f9d0d9b2ef21f83accf933/tedvIcPRhWhM39a8xhnBEu2-0chdKZKq2LZioeOWvNTzLENiN1wvXUquXW_5CEcXCSBcEhN1zD6KgIewGOQSPSm-4pazAzO2FgfVfjIxZpx_9CF4nsZFWuhp_09RyzsFuBXglVC2?expires=1730690100&signature=bc9215b7d3b6b1db21087b82f01aaddf6af0c94d9f3a5770b9497e2849009e09&req=dyEnF8B6mYNbFb4f3HP0gLCClqtHTaJrxDWJeQ71EFiCNmuVjhCYwi1dxCIA%0Atpg%3D%0A) **Important Information:** - All users can access this module except those who have **Read-Only** and **Staff Preparer** access. - All data that has been exported will not be directed to their respective module but instead will go straight to the Export Hub.