Taxprep for Trusts 2020.2

Syntax of a File to Import

A file to import must contain the necessary information for the recognition of files and cells into which data must be imported.

In addition to the imported data, the file may contain a header displaying the following three tags:

The heading containing the three tags is optional when data is imported into the current client's return but it is mandatory when data is imported into several client files.

Notes:

  • The .csv and .xls* files to import must respect the same syntax, except for the column separators used. In an .xls* file, the column separator is always a space.
  • The cell number must always be in the first column, and the cell value, in the second column.
  • To import zero as a value, you must enter 0 (zero) as the value to import.
  • If no value is indicated, Taxprep for Trusts will not import any data.
  • The cells imported from Excel containing dates must be in text format rather than date format.
  • The date format to use for the operation is YYYY-MM-DD.