Excel Add-in: Introduction

Please refer to the Data Input Specifications for Worksheets Imported using the Excel Add-In (file name 2021: Excel Add-In Data Import Specifications Workbook).

Excel Add-In

With the Excel Add-In, you can open an existing or new Microsoft Excel® worksheet, map the data, and then import the mapped data to Organizer fields in the tax application.

The Excel Add-In enhances the efficiency of data import by:

Decreasing data input time.
Eliminating transcription errors that can occur when manually entering data.
Incorporating tools for copying data and mapping the schemas from one worksheet to another in preparation for import.
Enhancing the control and flexibility of data import and management.
Identifying worksheet errors such as duplications, incorrect codes, and miscalculations, before data is loaded into the Organizer, preventing time-consuming edits and corrections.

Currently, the Excel Add-In is available for 1040, 1065, and 1120 returns for Organizer import.

For purposes of illustration only, screen shots are from the GoSystem application.

Preparing for Import

The following items are needed prior to import:

The locator number and the account number for an existing locator.
The locator must NOT be open.
Microsoft Excel is installed on your local machine.
Credentials that are used to log in directly to the browser (Login ID, Firm, Location, and Password).

Import/Export/excel_intro.htm/TY2021

Last Modified: 08/09/2022

Last System Build: 10/18/2022