Import Export Enhancements
note
These enhancements are planned for the first release for tax year 2024 unless otherwise mentioned.
DK1
We are updating the CSV file format to included the 5 grouping format for import and export. Error checking with warning/error logs will be performed before the imported.
Templates
We are adding a new template to help you complete the POA (Power of Attorney) form. The template will be an excel spreadsheets that creates a file in the Tax Return Import format. You will need to have a license for Tax Return Import/Export to import the data.
