Excel Add-in: Registering the Add-in

After the installation is completed, you must register the Excel Add-In before you can access Add-in mapping and import functions.

When you open an Excel spreadsheet after successfully installing the Excel Add-In, a prompt or message about registering the Excel Add-In does not automatically display. You must select the Register button to activate the dialog boxes that will lead you through the registration process.

Open an Excel spreadsheet.
Select the Data Import tab, and then select Register.
The Registration dialog box displays. Select the tax applicable application from the Product drop-down list. Enter your Login ID, Firm, and Password, and select Register.
After the registration is completed, the Data Import dialog box displays. Select OK.
To register other licensed products, select the down arrow to open the Product drop-down list in the Registration dialog box, and select another product.

To register a product other than the one licensed, you must use the ID and Password credentials provided by that product.
After all selected products are registered, select Done.

If the account associated with your Login ID and Password does not include a valid license to use the Data Import Add-in for the products selected, a warning message displays.
Select OK to close the dialog box.

Import/Export/excel_getting_started_5.htm/TY2021

Last Modified: 11/09/2020

Last System Build: 10/18/2022