Use this article to export a calculation as a PDF, for example to send to a client or attach to a management letter.
Exporting a calculation
Open the calculation.
Click Export in the top right corner.
Cimplico Workpapers downloads a ZIP file containing a PDF of the calculation, plus a CSV for each table in the calculation.
When to export a calculation
Sending a client a copy of their tax calculation
Sending a Hire Purchase schedule to a client's bookkeeper, so they can make adjustments throughout the year
Attaching a calculation to a management letter
đĄ Tip: There's no need to export a calculation just to include it as evidence in your workpaper. We recommend adding the calculation itself and link it to the worksheet with a linking entry instead - see Completing a Calculation and Creating a Linked Entry.