Importing from ProSystem fx GLC
Requirements
| File name | Containing... |
|---|---|
|
*.xyC |
Company data |
|
*.xyT |
Tax data (code, descriptions, etc.) |
|
*.xyA |
Chart of Accounts |
Where...
- x represents the year to import.
- y represents the type of corporation.
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.
-
From the Engagement tab, select Import | Working Paper Software.
- In the Convert From field, select ProSystem fx GLC.
-
In the Version field, select the default All versions.
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.
- Complete the remaining fields of the dialog. >>Quick Reference
-
Click OK to begin importing.
Note: If there is more than one grouping in the ProSystem fx file, a new dialog appears. Select the Leadsheet and Tax Code groupings as well as where you would like to import these into Work Papers.
Results
The information from the ProSystem fx GLC files will be imported into the Working Papers client file. The imported working trial balance may also be exported by Working Papers to your favorite tax software.
