Workpapers

Copy and paste data to or from external sources

You can use the standard Microsoft copy and paste shortcut keys to copy data to or from FBT and Excel. When you paste the copied data into an Excel worksheet, the column headers are automatically added.
Standard keyboard shortcuts
CTRL
 +
A
 - selects all the data in the workpaper.
CTRL
 +
C
 - copies the selected data.
CTRL
 +
V
 - pastes copied data into the target.
tip
You can select the
Export
 button on the toolbar ribbon to create a complete copy of the entire workpaper and all columns, including any hidden columns.
We recommend that you use the standard templates provided. To download the template, select
Help
, then
Copy & Paste Template
 on the navigation bar.
The file is saved to the
Downloads
 folder on your computer.

Pasting data from external sources

You can use an external source such as Microsoft Excel to copy and paste data into Fringe Benefit Tax.
  1. Open your source file.
  2. Press
    CTRL + A
     on your computer to select the source data.
  3. Press
    CTRL + C
     to copy the data to your computer's clipboard.
  4. Open the target workpaper and use the
    Reporting Entity
     dropdown to select the reporting entity.
  5. Click in the first cell of the data to be pasted, usually the left-most cell.
  6. Press the
    Ctrl
     +
    V
     keys on your computer keyboard to paste the data. The workpaper grid changes to show only pasted data, with no original data.
    Paste
     does not paste into calculated or read-only cells (greyed out).
  7. Resolve any errors, then select
    Save
     .
Resolving Errors
  1. Cells with errors are outlined in red.
    note
    You can move your cursor over the error to show an explanation for the error.
  2. Correct any errors, or select
    Save
     and commit rows without error to the workpaper.

When to use copy and paste

  • Copy and paste is an alternative to uploading data for smaller data entry tasks and is not recommended for more than a few dozen changes or additions, as the time to complete the task increases as more rows of data are pasted.
  • Copy and paste is an alternative to uploading data where data validation does not need to be as extensive.
  • Copy and paste highlights simple cell-by-cell errors , whereas uploading has error logging features that create an error log file. The log can be printed or saved for reference, or used for trouble shooting the errors in the upload files.

This article applies to:

  • Product: ONESOURCE Fringe Benefits Tax
  • Subject: Workpapers