|
You can easily "Import" data in an Excel spreadsheet file to the Uncertain Tax Positions Application. The best way to do this is to use a class "template." You can create this template (Excel spreadsheet file) using the export feature within the Uncertain Tax Positions application. Then, you can add or update the file, and in some cases delete Classes and Subclasses within the application. Classes have no impact on the application’s calculations; however, are a way to enter duplicate positions. Note that you must assign Classes to each and every uncertain tax position within the application.
| • | You can export the class "template" from the application; then, add or modify your data. |
To import a classes spreadsheet template:
| 1. | In the Admin Center, select the Classes tab. |
| 2. | Click the Import button and the Import Classes & Subclasses dialog box appears. |
| 3. | Select Browse and then the file to import. |
| 4. | Select Open then Import. The Requested Que dialog box opens with your Job ID number. |
| 5. | Click OK. Your import is added to the queue and a message appears in the upper left corner when it is complete. |
| 6. | To review the import file, select Job History and then Import Jobs from the View drop-down list. |
| 7. | Click the Status Icon to view the import status. |
| • | If the import is successful, the Errors column will contain all zeros. Select Done to return to the Uncertain Tax Positions Application. |
| • | If the import is not successful the Errors column indicates how many errors occurred in the worksheet. Select the worksheet to view the corresponding error details which provides information about the location of errors in the file. |
| 1. | Correct your import template with the information provided. |
| 2. | Select Done to return to the Uncertain Tax Positions Application and start again with Step 1. |
Import Classes
|
