Welcome back! Ask questions, get answers, and join our large community of tax professionals.
cancel
Showing results for 
Search instead for 
Did you mean: 

How do I import tax data from a spreadsheet?

Highlighted

How do I import tax data from a spreadsheet?

This article will help you determine what types of data you can import, and import spreadsheet data to your clients' tax returns.

Before you start:

  • Only Excel files (.xls or .xlsx) or comma-separated value files (.csv) can be imported.
  • Only the first worksheet in a file will be imported.
  • We recommend using the quick start templates and data rules found below to organize your clients' data before importing.

 

Return type: Individual Partnership S-Corp Corporate Fiduciary
Depreciation (fixed assets)
Schedule D (dispositions)
Partners
Shareholders
Beneficiaries

Follow these steps to import data:

  1. Go to the Input Return tab.
  2. At the top right corner of your screen, click Import Data.
  3. Select Import and choose the appropriate import type.
  4. Click Choose File to navigate to the spreadsheet on your computer.
  5. Select the spreadsheet, and click Open.
  6. Click the Next button at the bottom right of your screen.
  7. On the Map data screen, click Select Heading to select the column header that matches your data.
    • Repeat this step for all columns you wish to import.
  8. Click the Next button. Excel
  9. On the Review & import screen, review all of the items that are going to be imported.
    • To ignore a particular row, un-check the box on the left side of the row.
    • To make other changes, click the Previous button at the bottom right of your screen.
  10. Once you're satisfied with the data, click the Import button.

 

You can use these templates to set up your data for easy importing. Just click on the template name below to download the file, and use your preferred spreadsheet program, like Excel, to enter your client's data.

You can reference the following detailed data rules to help set up your spreadsheet. These data rules are informational, and should not be imported into a tax return.

Related topics:

Was this helpful?

You must sign in to vote, reply, or post
Labels (1)