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Importing returns

When importing returns you must select the Import utility from the tax ledger applicable to the return.

You are advised to back up all your data regularly particularly prior to importing. Existing data with matching codes will be overwritten by running the import.

All returns in the Export file are imported once the process starts.

Locked returns that are overwritten by the import become unlocked and available for processing.

To import returns

  1. Click Utilities > Import.

  2. The data is imported from the file called EXPORT created by exporting data from this or another ledger. If the Export file resides on another drive, click Browse to navigate to that location. If an incorrect path is chosen File not found will display.

  3. At the prompt Print a list of returns Imported? click Yes to Preview/Print the returns.

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