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Importing from TB+
Requirements
File | Containing... |
---|---|
filename.EYT | Trial balance |
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
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Open the client file in which you want to import.
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From the Engagement tab, select Import | Working Paper Software.
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In the Convert From field, select TB+ and in the Version field, select the default All Versions.
Note: Click here to see all Working Paper Software supported versions.
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In the Convert Path field, type the exact path where the file you want to import resides or use Browse to locate the file manually.
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To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- In the File Name field, enter the name of the TB+ export file.
-
In the Tax Entity drop down, select the tax entity of the client file:
- N/A
- Corporation
- S Corporation
- Partnership
- Non-Profit
- Click OK to begin importing.
Results
The information from the TB+ files will be imported into the Working Papers client file.