Import balances for TAS
You can import balance and adjustment amounts for either individual or multiple binders.
note
To batch import, select
Batch
and then Batch Process
. - Open your binder.
- Create an import file. Go toTax Accounting System,Balances, and then selectExport. Your export file downloads in your browser window where you can open it from there or from within your file downloads.
- Enter your balances and adjustments in the spreadsheet.
- Next, in your binder, selectImport, and browse to your import file to complete this process.