Import with data import

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

Returns Processing
Import/Export
Data Templates
Import

Select the Account number, Tax Year,
and Return 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.

Select Browse for File
.

Find and select the file from its location, then click Open
.

Select Next
, then Import
to start the process.

The job will be queued. Note the batch job number when it appears.

This article applies to: