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This article applies to:

  • Product: ONESOURCE New Tax Provision

Export Data Entry

In
Review & Edit
, you can select a
Base Dataset
 and a component in Data Entry Introduction, and then export that data to an Excel spreadsheet.

Export Worksheet Template

Export data from a data entry page to create a worksheet template for import and data backup purposes. For example, exporting the PTBI page creates the #PTBI# sheet which you can use to enter data and then import that data.
  • Only Administrators and Read-write users can import data entry line items.
  • The export file will contain all entries including hidden fields from the data entry page that is open.
  • The export consists of Federal and State worksheets (for those components that apply). For example, Perm Diffs Tax Basis will consist of #UPD# and #SPD# worksheets(if there are state entries).
note
To ensure the file can be restored export the categories in Administration.
To export data and create a template do the following:
  1. Select the
    Export
     icon in the Data Entry ribbon.
  2. Type the file name.
  3. Select
    EXPORT FILE
    .