Download templates

The templates download contains mapped worksheets of all released Excel Add-In import targets. Tax Return Templates are available by tax type (1040, 1120, and 1065) for the current tax year. Each Tax Return Excel Workbook contains a mapped target on separate worksheets. You can use the mapped worksheets for import or to copy.
  1. In the RS Browser, go to
    Returns Processing
    , then
    Import/Export
    , then
    Excel Add- in
    , then
    Templates
    .
  2. A dialog box at the bottom of the screen asks
    What do you want to do with exceladdintemplates.zip?
    Select
    Open
    ,
    Save
    , or
    Save As
    . Browse to the file location and save the zip file.
  3. You can
    Open
    the file in the downloaded folder,
    Open folder
    , or
    View Downloads
    .
  4. Select the template to open in Excel.
  5. Select the forms needed from the tabs at the bottom of the spreadsheet.
  6. Enter the import information into the Excel template.

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