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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

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 TB+ and 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.
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.