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Personal Taxes Report 'Export to CSV' to allow for proper sorting in the spreadsheet

Max1223

Having Tax Reports is great. Upon an export to CSV, the export comes in mimicking the report as displayed on Desktop computer.

I usually create a CSV so I can:

sort the spreadsheet at the column level
Create pivot tables if needed
hand an edited spreadsheet over to accountants
check for accuracy (like finding my errors in categorization, missing entries etc)

Missing from the data is a date column. Dates facilitate the ability to check for accuracy during sorts.

To do any of the above, I need a sortable spreadsheet. As currently exported, sorting by an entire column will pretty much make the spreadsheet unusable. Again, as is, its just a spreadsheet that is organized like the displayed report in QS. If the purpose of this was to print a PDF from the sheet, I wonder out loud if QS would add an export to PDF function as well.

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Feature Request

Export

Taxes

Status: Completed

Comments

Coach Jon

Hello @Max1223,

Thanks for reaching out and providing feedback! I went ahead and converted your post into an idea post to add a Date Column to the Personal Taxes Report 'Export to CSV' option. This way, you and other users can vote for this idea to be implemented in Quicken Simplifi and follow the thread for updates.

-Coach Jon

Max1223

@Coach Jon sorry, but I'm not asking for a Date column, I'm asking to be able to export a complete CVS that allows for proper sorting.

I changed the title as such.

Coach Kristen

Thanks for trying out the new feature @Max1223 . Just to make sure we understand the request - it seems you want the actual transactions (and most of their detail) as part of the report? This is a new feature and we are committed to making sure we get it just how you all would like it so we appreciate all the feedback.

Max1223

@Coach Kristen Yes, much like a CSV export from a Report or from the Transaction tabs. Those exports fill out all rows and cells to create a fully sortable spreadsheet. It would be great to have just the tax related items in an export.

Coach Kristen

Got it, thanks! We'll get this on the list.

Max1223

@Coach Kristen thanks for putting it on the list, wondering if the title could be edited to something more like

"Personal Taxes Report 'Export to CSV' to allow for complete data set"

Sorting is a function that can only be done if I'm provided a complete set of data in the export, so all rows and columns have entries, like an export done in other areas of QS, Reports, Transactions.

[corrected tag]

Max1223

@Coach Jon can the title of this post be changed to "Personal Taxes Report 'Export to CSV' to allow for complete data set"?

Ultimately, I want to sort but to do that the data set from the export has to be complete, more like an export from a Report. If you have a better title, please suggest!

Thanks

Coach Jon

Hello @Max1223,

Thanks for the reply. Our product team is already aware of what you are looking for, so we will leave the title the same for now so it's easier for other users to find and understand. Hope this makes sense.

-Coach Jon

rbsimplifi

Date in Tax Reports (.XLSX and .CSV) really important because users need to know if tax payments were made on time.

Coach Natalie

With Enhanced Reports, which are currently in Early Access and will soon be live for everyone, it appears that the CSV export file for the Taxes Report now opens as a sortable spreadsheet.

Screenshot 2026-03-11 at 10.10.19 AM.png

As for a date, this does not appear to be an included aspect of the Taxes Report. For anyone who would like to see a date column added to the Taxes Report, and therefore be included in the CSV export file, please be sure to create a new Idea post to request this specific enhancement.

https://community.simplifimoney.com/discussion/998/creating-and-voting-for-ideas-in-the-community

Thank you!