Import balances for TAS

You can import balance and adjustment amounts for either individual or multiple binders.
  1. Open your binder.
  2. Create an import file. Go to
    Tax Accounting System
    ,
    Balances
    , and then select
    Export
    . Your export file downloads in your browser window where you can open it from there or from within your file downloads.
  3. Enter your balances and adjustments in the spreadsheet.
  4. Next, in your binder, select
    Import
    , and browse to your import file to complete this process.

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