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To help make importing easier, we've created a template that already contains all the column headings in the required format. Download this template file and open it in Excel, then add your own data.

The CSV file should include all column headings. These can appear in a different order and are not case-sensitive.

You don't need to complete all the fields for a successful import, but make sure you don't delete any unused columns or rename any column headings.

  • The maximum CSV file size is 1MB
  • If your CSV file contains more than 500 assets, we recommend you split it into several files to avoid going over the size limit.
Column

Column heading

(field name)

Mandatory or optional

Rules for the data
A

Account code

Mandatory (if there are no Asset class names)

Optional (if there are Asset class names)

Must exist in the chart of accounts

B

Asset class

Mandatory (if there are no Account codes)

Optional (if there are Account codes)

Must exist in the chart of accounts

CAsset type

Mandatory

Must be one of the following values (non-case-sensitive):

To identify an asset as a general asset

  • GA
  • General Asset
  • GeneralAsset

To identify an asset as a small business pool asset: (AU only)

  • SB
  • Small Business Pool
  • SmallBusinessPool

To identify an asset as a small business pool asset: (AU only)

  • LV
  • Low Value Pool
  • LowValuePool
DAsset codeOptionalMust be unique and less than 500 characters
EAsset nameMandatoryMust be less than 200 characters
FAcquisition date

(Australia) Mandatory (if there is no start date for pools)

Optional (if there are start dates)

Date format must be one of:

  • dd/mm/yyyy
  • dd/mm/yy
  • dd/mmm/yyyy
  • dd/mmm/yy
  • dd-mm-yyyy
  • dd-mm-yy
  • dd-mmm-yy
  • dd-mmm-yyyy
GCostMandatory
  • Must be numeric and can't be negative
  • Up to 14 digits and 2 decimal points
  • Can contain the dollar symbol $ and commas. For example, $20,000.23, 20,000.23$, 20,000.34, 20000.00 and 30000.

HStart date-TAX

Mandatory (if there is no Aquisition date)

Optional (if there is an Aquisition date)

Date format must be one of:

  • dd/mm/yyyy
  • dd/mm/yy
  • dd/mmm/yyyy
  • dd/mmm/yy
  • dd-mm-yyyy
  • dd-mm-yy
  • dd-mmm-yy
  • dd-mmm-yyyy
The system calculates the start date for pools
IOpening w.d.v.-TAX

Mandatory (for prior year asset)

N/A (for current year asset)

  •  Must be less than the cost for the prior year asset
  •  Must be numeric and can't be negative
  •  Up to 14 digits and 2 decimal points
  •  Can contain the dollar symbol $ and commas. For example, $20,000.23, 20,000.23$, 20,000.34, 20000.00 and 30000.
JMethod-TAX

Mandatory

Must be one of the following values (non-case-sensitive):

Australia

  • DV
  • Diminishing Value
  • DiminishingValue
  • PC
  • Prime Cost
  • PrimeCost
  • IWO
  • Immediate Write Off
  • ImmediateWriteOff

New Zealand

  • DV
  • Diminishing Value
  • DiminishingValue
  • SL
  • Straight Line
  • StraightLine
  • IWO
  • Immediate Write Off
  • ImmediateWriteOff
KDepreciation rate1-TAX

Optional

Must be between:

  • 0.00% - 100.00%
If the asset start date (H) is in the current year, it's mandatory to have a value in this field as well as L Depreciation rate2-TAX to calculate the correct depreciation.
LDepreciation rate2-TAX

Optional

Must be between:

  • 0.00% - 100.00%
If the asset start date (H) is in the prior year, it's mandatory to have a value in this field to calculate the correct depreciation.
MEffect life yearsOptional

Must be between:

  • 0 - 999
NEffect life monthsOptional

Must be between:

  • 0 - 11
OPrivateUse-TAXOptional

Must be between:

  • 0.00% - 100.00%

 

  • 0.34 is treated as 0.34%
  • 34% imports as 34%
PAccum PU-TAXOptional
  • Must be numeric and can't be negative.
  • Up to 14 digits and 2 decimal points.
QIs motor vehicle

Optional

Must be either:

  • Y (For prior year assets, the opening w.d.v should be less than or equal to the motor vehicle threshold as defined by the ATO)

  • N.
A blank is treated as N.
RStart date-ACC

Mandatory (if there is no start date-TAX or acquisition date)

Optional (if there are start date-TAX or acquisition date)

Date format must be one of:

    • dd/mm/yyyy
    • dd/mm/yy
    • dd/mmm/yyyy
    • dd/mmm/yy
    • dd-mm-yyyy
    • dd-mm-yy
    • dd-mmm-yy
    • dd-mmm-yyyy
SOpening w.d.v-ACC

Mandatory (for a prior year asset)

N/A (for a current year asset)

  • Must be less than the cost for prior year asset

  • Must be numeric and can't be negative

  • Up to 14 digits and 2 decimal points

  • Can contain the dollar symbol $ and commas. For example, $20,000.23, 20,000.23$, 20,000.34, 20000.00 and 30000.

TMethod-ACC

Optional

 

Accept one of the following values (non-case-sensitive):

  • DV
  • Diminishing Value
  • DiminishingValue
  • PC
  • Prime Cost
  • PrimeCost
  • IWO
  • Immediate Write Off
  • ImmediateWriteOff
  • SL
  • Straight Line
  • StraightLine
  • EFD
  • Exempt from Depreciation
  • ExemptFromDepreciation
UDepreciation rate1-ACCOptional

Must be between:

  • 0.00% - 100.00%
VDepreciation rate2-ACCOptional

Must be between:

  • 0.00% - 100.00%
WPrivate Use-ACCOptional

Must be between:

  • 0.00% - 100.00%
XAccum PU-ACCOptional
  • Must be numeric and can't be negative
  • Up to 14 digits and 2 decimal points