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Export GIFI data

Financials ASPE + ASNPO allows users to export the General Index of Financial Information (GIFI) tax data from a GIFI Schedule form. If required, you can use the GIFI export file to migrate your data to third-party tax preparation software.

To display GIFI schedule forms:

  1. On the Documents page, open the 2-10 Financial statement optimiser document.

  2. Navigate to the Would you like to use the GIFI tax forms? question and select Yes.

The GIFI folder and documents now display on the Documents page.

To export GIFI data:

  1. On the Documents page, select a GIFI Schedule form.

  2. From the Export drop-down, select GIFI Balances and FS notes, FS notes, or GIFI Balances.

    Export GIFI data drop-down.

You can use the downloaded .gfi file to import your GIFI data to a tax vendor.