Taxprep Forms 2020.1

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:

This tag indicates the name of the client file containing the imported data and the location where it is saved.

This tag indicates which client is affected by the import.

This tag indicates which client is affected by the import.

The only possible value of the "Client file" tag is 0 (designates the client).

This tag indicates the language used to import data into the list boxes.

The possible values of the "Language" tag are:

  • 0 (zero) to designate English; and
  • 1 to designate French.

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

C:\Documents and Settings\WK\Taxprep Forms\Clients\Bill Smith Corp.309|0|1]

  • "C:\Documents and Settings\WK\Taxprep Forms\Clients\Bill Smith Corp.309" indicates that file Bill Smith Corp.308 must be saved to the Clients folder under C:\Documents and Settings\WK\Taxprep Forms\;
  • the 0 (zero) after the first separator " | "indicates that the data must be imported into the client file; and
  • the 0 indicates that the import language for the items in the list will be English.

Notes:

  • The heading must start with a "[" and end with a "]".
  • If the folder indicated in the file to be imported does not exist, Taxprep Forms will save the client file created in the default folder instead.
  • The value of each tag must be separated by the symbol "|" (the ASCII code for this character is 124.)

The lines which follow the heading contain information about the data to be imported.

Each line must contain two columns:

  • the first column contains the cell ID,
  • the second column contains the value of the cell this year.
Note: In an Excel worksheet (.xls*), the cell ID must be shown in the first column, and the value to import, in the second column.

Import data into a multiple copy form

The number of the copy into which data must be imported must appear between brackets "[]" in the first part of the cell number.

Example: Line T5RL3[1].S2;"111 111 118" indicates that the SIN (111 111 118) will be imported into the first copy of Form T5/RL-3 – Investment Income  (Jump Code: T5).

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 Forms 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.
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