How to Convert Excel to TXF

How to Convert Excel to TXF
TXFs are used for digital storage of tax information

Step 1

Open your Excel file with Microsoft Excel, OpenOffice or Google Docs. Check to make sure your file does not include extraneous information such as leftover tax data from previous years, personal notes or questions about the data.

Step 2

Open a financial software program such as Microsoft Money or Intuit Quicken. These programs must be purchased online or in a store, but several free or trial programs exist. TXF Creator, available through CNET.com, is one example.

Step 3

Save your Excel file in the word processing program. Open the same file in Money, Quicken or other financial management program. Check to make sure your file maintains the information you entered in the first program. Now close the word processing program.

Step 4

Select "TXF" from the files menu of the financial software. In most programs, like Money or Quicken, this action is under a "convert" dialogue. Convert the Excel file into a TXF by clicking "convert" or the equivalent in your program of choice.

Step 5

Upload your new TXF to a tax preparation site, email to your accountant or other business contact.