|
Labels, label groups, and assignments can be imported and exported into the application. You can use an Import spreadsheet template to populate Uncertain Tax Positions labels and label groups. If you do not have an Import label spreadsheet template, you can export one from the program.
| 1. | In the Admin Center, select the Labels & Groups tab. |
| 2. | Select Export Labels/Groups. Your export will be added to the queue and a pop-up will appear in the upper left corner when it is complete. |
| 3. | Select Label then a Job Status : Your Export Job "job number" has completed. Select the job number link to access the spreadsheet. |
| 4. | Select Open the Excel file. |
| • | The spreadsheet template will have multiple sheets, each representing a Labels & Groups. |
| • | All the sheets that are exported apply to the Uncertain Tax Positions Application. |
| 5. | When you finish populating the file, be sure to save it. |
Once you finish populating your Import Labels & Groups spreadsheet, you can import it into the Uncertain Tax Positions Application:
| 1. | In the Admin Center, select the Labels & Groups tab. |
| 2. | Select Import Labels/Groups. |
| 3. | Browse to the file that you want to import. |
| 4. | Select Open then Import. Your import will be added to the queue and a pop-up will appear in the upper left corner when it is complete. |
| • | 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 will indicate how many errors occurred in the worksheet. Select the worksheet to view the corresponding error detail 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. |
Notes:
| • | The default Label Code for Labels is LBL. |
| • | The default Label Group Code for Labels Groups is LBG. |
|
