Excel Add-in: Data Import Functions: New Mapping: Mapping Data on an Existing Worksheet

You can open an existing Excel worksheet, map the data, and then import the mapped data to the tax application. To map data on an existing worksheet:

  1. Open an existing Excel worksheet.

  2. Select Data Import, and select New Map.

  3. The New Mapping dialog box opens. Select the down arrow to view the tax Year list. Select the Year, and select OK.

  4. The 1040 Federal, 1065 (Federal and State), 1120 (City, Federal, and State), and 1120H (Federal) tree is displayed in the left pane. Select a return type (left pane) and target schema (right pane). The name of the file selected displays in the Name field below. Select OK.

  5. After selecting a mapping target, the XML Source pane for the selected schema opens on the right side of the screen.

To remove a mapped element, select the element in the XML Source pane, and select Remove element. Then delete the cell content.

 

 

 

Import/Export/data_import_9.htm/TY2021

Last Modified: 11/09/2020

Last System Build: 10/18/2022

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