Modify the Import and Export Settings of Excel Files

Taxprep for Trusts allows you to modify the settings used during .xls* file import and export.

To modify these settings, proceed as follows:

1. On the Tools menu, click Options and Settings.
2. Under Import/Export, click XLS* Files .
3. In the Worksheet box, enter the number of the worksheet used during the import or export.
   In the Position area:
• in the Cell ID column box, enter the position of the column which will contain the cell number;
• in the Value column box, enter the position of the column which will contain the cell value;
• in the Old value column box, enter the position of the column which will contain the cell value from last year;
• in the Cell name column box, enter the position of the column which will contain the cell name;
• in the First row box, enter the line number where the first imported (or exported) data is to be entered; and
• in the Last row box, enter the line number where the last imported data is to be entered (this step is optional).

4. Click OK.