Excel Add-in: Table of Contents

• Intro to Excel Add-In
  • Excel Add-In
  • Preparing for Import
• Getting Started
  • Accessing the Excel Add-in
  • Downloading and Installing the Excel Add-In
  • Downloading the Templates
  • Registering the Excel Add-In
    • About Excel Add-in/Access Registration
    • Updating Registration
  • Accessing Data Import from a Spreadsheet
• Data Import Functions
  • Add-in Info
    • Settings
    • Credentials
    • Proxy
  • Export Data
  • Auto Update Feature for Existing Maps
    • Option 1
    • Option 2
  • Viewing the XML Source Pane
  • Checking for Updates
  • New Mapping
    • Preparing for Mapping
    • Mapping Data on an Existing Worksheet
    • Naming New Mapping
    • Mapping A New Worksheet Using a Template
    • Worksheet Headings
    • Using the Depth Element
    • Deleting an Existing XML Map in a Spreadsheet
    • Excel Add-In for Trial Balance Bridge
    • Global Identifiers Map
  • Copying Mapping
  • Copying Mapped Elements to Another Workbook
  • Validating a Worksheet for Import
  • Importing Mapped Data
    • Sending Active Workbook
    • Sending Multiple Workbooks
  • Import Log
• Appendices
  • Available Import Targets
    • 1040 Tax Return: Individual/Federal
    • 1065 Tax Return: Partnership/Federal
    • 1065 Tax Return: Partnership/State
    • 1120-H Tax Return: Corporate Federal
    • 1120 Tax Return: Corporate/Federal
    • 1120 Tax Return: Corporate/State
    • 1120 Tax Return: Corporate/City
  • Country Codes
    • Canadian Province Codes
    • Mexican State Codes
  • Officer Title Codes
  • Foreign Persons Status Codes - IRC Chapter 3
  • Foreign Persons Status Codes - IRC Chapter 4
  • Form 8975 Activity Codes
  • Form 8975 Reference Codes
  • Late Filing Reason Codes

 

 

 

Import/Export/toc_excel.htm/TY2021

Last Modified: 09/15/2020

Last System Build: 10/18/2022

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