> For the complete documentation index, see [llms.txt](https://docs.navigaglobal.com/circulation-user-manual/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.navigaglobal.com/circulation-user-manual/reporting/taxing-menu/tax-export.md).

# Tax Export

The Tax Export option generates an export file in `/dti/exchange/cm` that contains payments and refunds for a selected product and date range. This export file is used to prepare tax invoices and adjustment notes to send to subscribers.

The Tax Export uses file mapping (usage: “SubscrTaxExpt”). You must have a file map created before you can use this option.

#### To run the Tax Export:

* Select Tax Export from the Taxing menu to display the Subscriber Tax Export window.<br>

  <figure><img src="https://1417315899-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1ToZXx8io0JJXNBRcPOt%2Fuploads%2FkQcj8QwPOzf9FKCDMTEO%2Fimage.png?alt=media&amp;token=49511dad-2c99-495b-9f49-b5736e4f18fa" alt=""><figcaption></figcaption></figure>

* Click Add and complete the following fields.<br>

  <table><thead><tr><th width="173">Field</th><th width="118">Type</th><th>What to enter</th></tr></thead><tbody><tr><td>PRODUCT</td><td>setup</td><td>Select the product for which to run the export, or enter “*” and multi-select.</td></tr><tr><td>START DATE,<br>END DATE</td><td>date</td><td>Enter a date range for the export.</td></tr><tr><td>OUTPUT</td><td>predefined</td><td>Select <em>payments</em>, <em>refunds</em>, or <em>both</em> to include in the export.</td></tr><tr><td>FILE FORMAT</td><td>setup</td><td>Select the file map to use for this report. A file map must be set up previously.</td></tr><tr><td>FILE NAME</td><td>open</td><td>You can accept the default file name or modify it.</td></tr><tr><td>FILE OPTION</td><td>predefined</td><td>Select <em>append</em> (add to an existing file with the same name) or <em>replace</em> (replace the existing file).</td></tr></tbody></table>

* Click OK and then Continue to run the export.