In addition to download the distribution ‘Activity Summary’ for a specific distribution, you may also do this for all of your distributions at one time via the ‘Dot With Selected’ tool. This option will appear whether you are on the plan level or the global dashboard. You will first need to select the distributions you wish to export. From there, click the ‘Do With Selected’ button and choose ‘Download audit package option from the menu. The software will generate a zip file that includes a separate zip for each of your distribution records. Within that file, you will find your ‘Activity Summary’ and the 1099 and 945 if you prepared them using our Form 1099 Software.
