Importing from FAST! Advantage
Requirements
If you are importing from FAST! Advantage 2.02, the required files include:
| File | Containing... |
|---|---|
| CLIENT.DAT | Profile information |
| ACCOUNT.DAT | Trial balance |
| ACCOUNT.K02 | Index to the trial balance |
If you are importing from FAST! Advantage 2.05, the required files include:
| File | Containing... |
|---|---|
| CLIENT.DAT | Profile information |
| ACCOUNT.DAT | Trial balance |
| ACCOUNT.K02 | Index to the trial balance |
| TAX.DAT | Tax entity and tax codes |
Prerequisites
- If Protection is activated, the File permission "Import" is required to perform this operation.
Procedure
-
Open the client file in which you want to import.
- Navigate to Engagement | Properties.
- Specify the Tax Jurisdiction and Tax Entity for the client file. Close the dialog.
-
From the Engagement tab, select Import | Working Paper Software.
-
In the Convert From field, select FAST! Advantage and in the Version field, select the version that you want to import.
Note: Click here to see all Working Paper Software supported versions.
-
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.
-
To import client information, click Import Client Information. This information will be displayed in the Engagement Properties dialog.
- From the Tax Entity drop-down, select the appropriate tax entity for the client file (if applicable):
- N/A
- Corporation
- S Corporation
- Partnership
- Non-Profit
This corresponds to the Tax Entity box in the Engagement Properties in Working Papers.
- Click OK to begin importing.
- Once the conversion is completed, navigate to Engagement | Properties | Dates. Enter the year-end date for the client file as this information is not automatically imported.
Results
The information from the FAST! Advantage files will be imported into the Working Papers client file.
