Generate and verify an approved filing export

Who can perform the task

Administrators, preparers, and reviewers can generate the common approved export when the control is available. Jurisdiction-specific artifact controls can apply narrower readiness requirements.

Before you begin

The filing must be approved and locked. Confirm entity, period, taxonomy, jurisdiction, applicability, validation results, and authority-specific readiness. Know which artifact type the downstream process expects.

Quick path

1. Confirm that the filing is approved and locked against further edits.
2. Open Export readiness and resolve every named blocker.
3. Generate the required export from the approved snapshot.
4. Download the artifact and verify its entity, period, taxonomy, format, and checksum.
5. Retain the export evidence separately from later submission, receipt, and authority-acceptance evidence.

Detailed guidance

1. Expand Approval and export readiness. It stays collapsed so a long list of filing-specific blockers does not push the export and import controls down the page.
2. Review applicability readiness, local validation status and coverage, workflow status, approval snapshot, and profile-specific authority evidence. Stage explanations, blockers, warnings, evidence-review items, and their next actions follow your active interface language.
3. For every blocker, read what is missing and open the linked decision, finding, approval, or evidence control. Do not bypass a blocker.
4. Confirm the filing is approved and locked and that the approval snapshot is still current.
5. Expand Exports.
6. Read the artifact description and limitations displayed for the selected taxonomy and profile.
7. Select Validate and export approved filing.
8. Wait for success and download the new artifact.
9. Store it under controlled access without renaming away essential identity.