Import Template for Positions

By using the Uncertain Tax Positions Application Import template spreadsheet, you can use an Excel spreadsheet template to populate or update multiple entries in the Uncertain Tax Positions Application.

Import Spreadsheet Overview

The import begins reading the sheets in the workbook, starting in row 3 and proceeding downward. It stops when it reaches a blank cell in column A. Rows 1 and 2 are reserved for headings and descriptions.

•

Be sure all the corresponding columns with a header are completed for each row to ensure the spreadsheet is imported correctly. If a duplicate row is found, all matching rows fail during the import process. The detailed error information provides you with information regarding the position that was duplicated, so you can easily fix the issue.

•	Keep in mind that codes and other entries are case-sensitive.

•	Enter all tax rates as decimals up to 6 places.

•	Enter probability percentages as whole numbers without the percentage ( % ) sign.

•	Make sure all cells in Excel are formatted as text.

The Import template is an Excel file with five sheets that populate the following areas of the application:

•	#UTP# Core Data about the issue

•	#UTPOTHER# Other Data about the issue

•	#UTP_LIKELIHOOD# Probability Table for issues

•	#UTP_ENTERED# Entered Rate Table for issues

•	#UTP_CUSTOMINTTABLE_ASSIGN# Custom Interest Table for issues

After information is entered in the spreadsheet, you are ready to import the template into the Uncertain Tax Positions Application. For detailed information about the columns in the spreadsheet, go to the My UTP page in the Uncertain Tax Positions Application, where you can access a Uncertain Tax Positions Application Import Template Guide.