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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 suggest 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

Mandatory (if there are no Start dates for Pools, AU only)

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 symbol $ and commas (for example, $20,000.23, 20,000.23$, 20,000.34, 20000.00 or 30000 are valid formats)

HStart date-TAX

Mandatory (if there are no Aquisition dates)

Optional (if there are Aquisition 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

Note: Start date will be system calculated 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 prior year asset
  •  Must be numeric and can't be negative
  •  Up to 14 digits and 2 decimal points
  •  Can contain symbol $ and commas (for example, $20,000.23, 20,000.23$, 20,000.34, 20000.00 or 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

Accept value between:

  • 0.00% - 100.00%

Note: If the asset start date (H) is in the current year, a value should exist in this field as well as L Depreciation rate2-TAX to have the correct depreciation calculations.

LDepreciation rate2-TAX

Optional

Accept value between:

  • 0.00% - 100.00%

Note: If the asset start date (H) is in the prior year, a value should exist in this field to have the correct depreciation calculations.

MEffect life yearsOptional

Accept value between:

  • 0 - 999
NEffect life monthsOptional

Accept value between:

  • 0 - 11
OPrivateUse-TAXOptional

Accept value between:

  • 0.00% - 100.00%

Note

  •  0.34 will be treated as 0.34%
  •  Enter 34% will import the value 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 ATO)

  • N

Note: blank will be treated as N

RStart date-ACC

Mandatory (if there are 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 prior year asset)

N/A (for 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 symbol $ and commas (for example, $20,000.23, 20,000.23$, 20,000.34, 20000.00 or 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

Accept value between:

  • 0.00% - 100.00%
VDepreciation rate2-ACCOptional

Accept value between:

  • 0.00% - 100.00%
WPrivate Use-ACCOptional

Accept value between:

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