There is a menu option to export out a spreadsheet that contains the abstract and annual exemption report information and sent to OTC.
BEFORE running the report, you will want to be sure the abstract has been recalculated and balanced and the annual exemption report run.
To email go to: Assessment File — Print — OTC Reports — Email Abstract Workbook
After selecting the option, you will be informed the abstract should be recalculated and annual exemption report ran prior to exporting out the information.
CLICK Yes to continue
This will be sent to Teresa Wood at OTC. The user will also receive a copy of the email as well.
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