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Data import templates

About the audit data feature

Use the Audit Data button to check your data format. Fix any flagged issues to ensure a smooth import. Running this audit helps you spot and correct problems early, preventing import issues.
  1. Locate the Button:
     Head over to the
    TR_Setup
     tab and find the
    Audit Data
     button.
  2. Run the Audit:
     Select
    Audit Data
     to check your data. This will help you spot and fix any issues before you try to import.
  3. Check for Yellow Flags:
     If any data is flagged in yellow, it means there are problems:
    • Missing Data:
       Required fields without data will be highlighted.
    • Type/Length Issues:
       If the data type or length doesn’t match the requirements, it’ll be marked in yellow.
  4. Review Errors:
     Errors will be detailed on the
    TR_Setup
     tab under the columns titled Sheet, Column, Cell, and Error.
  5. Fix the Issues:
     Go to the specific cells and correct the errors. Missing data will be in cells like A4, A5, and A7. Other errors will be in yellow-shaded cells.
  6. Understand the Errors:
     For a complete list of possible errors, check out the
    TR_General_Strings
     tab under
    StrTbl_Errors
    .
By following these steps, you can ensure your data is properly formatted and ready for import.

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Subject: Export, Import
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