Import with data import
note
- Before importing, existing data in the tax return will be deleted related to the import.
- You must also close the tax return and the Excel file before importing.
- You can import one spreadsheet at a time.
- Complete the client data using the template file you downloaded from the file download page.
- Save and close the file. Replace "Master" in the template name with the client's name.
- Open the application.
- Navigate to .
- Select theAccount number, Tax Year,andReturn Type.
- Use the optional filters to narrow down the list of returns.
- The RS Browser will show a list of matching returns. Select the desired return(s).
- On the next screen, select the boxes for the return(s) you want to import.
- SelectBrowse for File.
- Find and select the file from its location, then clickOpen.
- SelectNext, thenImportto start the process.
- The job will be queued. Note the batch job number when it appears.
Related Content
-
Data import template best practices
Format:
Article,
2 min read
-
Export with data import
Format:
Article,
1 min read
-
Troubleshoot template imports and exports
Format:
Article,
4 min read
