Taxprep for Trusts 2022.2.1

Import Data

Importing consists in recovering a file created by another application such as a spreadsheet program or an accounting program.

Taxprep for Trusts allows you to import the following types of files:

  • .csv files. This file format contains items from a spreadsheet or a database with cells separated by column breaks and which can be created with any type of text editor;
  • .xls* files (worksheet). This type of file is created with Microsoft Excel©.

Taxprep for Trusts allows the user to import tax data (all input cells in forms may contain imported data) from one or several clients. While data is imported one file at a time, the file to import may contain the tax data of several clients.

Data may be imported from the Client Manager or from the current return. If you start to import data from a current file, data will be imported into this return.

  1. Display the return into which you want to import data.
    Note: It could be a current-year return or a planner return.
  2. On the File menu, click Import Data, then click the file type you want to import.
  3. Select the file you want to import.
  4. Click Open, then click Yes to import data into the current return.
    If the imported file contains data for more than one client, Taxprep for Trusts will prompt you to select the client whose tax data is to be imported.
  1. On the File menu, click Import Data, then click the file type you want to import.
  2. Select the file you want to import.
  3. Click OK.

Notes:

  • If there is data in the cells where you want to import, Taxprep for Trusts will replace the existing data.
  • If data must be imported into calculated cells, Taxprep for Trusts will prompt you to confirm the override.
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