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Excel add-in

Excel Add-in Introduction

With the Excel Add-in, you can open an existing or new Microsoft Excel worksheet, map the data, and then import the mapped data to tax form fields in Organizer or data entry screens in the Tax Accounting System.
The Data Import Excel Add-in enhances the efficiency of data transfer by:
  • Decreasing data transfer time.
  • Eliminating transcription errors that can occur when manually transferring data.
  • Incorporating tools for copying data and mapping schemas from one worksheet to another in preparation for import.
  • Enhancing the control and flexibility of data transfer and management.
  • Identifying worksheet errors such as duplications, incorrect codes, and miscalculations before data is loaded into the Tax Accounting System or Organizer, preventing timeconsuming edits and corrections.
The Data Import Excel Add-in is currently available for 2015 forward for Organizer import. The Tax Accounting System import for adjustments is available for 2003 forward.

Preparation

Prior to importing data you need:
  • The locator number and the account number for an existing locator.
  • The locator must be closed.
  • Microsoft Excel installed on your machine.
  • Credentials to log in to your product in the browser.

This article applies to:

  • Subject: Export,Import

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