Excel Add-in: Data Import Functions: New Mapping: Mapping A New Worksheet Using a Template

To map a new worksheet:

1. Open a previously downloaded template, or navigate in the Browser to Returns Processing > Importing /Export Excel Add-In > Templates.

   

2. Enter the new data in the mapped locations (blue surrounding boxes, as shown above). The mapping in the template has already been done.

   You have an existing locator in the tax application, and it must be closed.

 

 

 

Import/Export/data_import_11.htm/TY2021

Last Modified: 11/09/2020

Last System Build: 10/18/2022

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