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Hot topics - Week of November 17, 2024
Release of our Advanced Virtual Agent 2.0
Combined with GenAI, our Advanced Virtual Agent now provides direct descriptive answers to your queries rather than a list of articles. Connect with our Advanced Virtual Agent 2.0 to benefit from a more efficient virtual conversation! New telephone schedule for our teams
Mondays and Tuesdays 8:30 a.m. to 6 p.m. (ET) Looking ahead to 2025, we will transition to providing support exclusively through digital services Monday through Friday. Support experts will continue to review each web ticket and respond in the most appropriate way to resolve the query (which may include phone call-backs or responses in the Support Platform). Web tickets can be submitted via the Support Platform 24/7, as well as by live chats, which are handled live by our support agents from Monday through Friday, from 8:30 a.m. to 6:00 p.m. ET. Note: Cantax, CCH AnswerConnect, AliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are already only supported by web tickets. Support platform: Everything you need to know
Please refer to the videos below to find out how to register for the support platform and make the most of it: This week most consulted articles from our Knowledge Base
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Date: 2016-Mar.-10
GIFI – Importing a Microsoft Excel™ File
INSTRUCTIONS FOR IMPORTING DATA FROM AN EXCEL™ FILE
To import data from an Excel file, proceed as follows:
Microsoft and Excel are registered trademarks of Microsoft Corporation.
INSTRUCTIONS FOR IMPORTING DATA FROM AN EXCEL™ FILE
To import data from an Excel file, proceed as follows:
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Download the following file: Index-TF.xls (708 Kb).
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Open the Index-TF.xls file with Excel or another spreadsheet program.
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Open one of your .xls files containing corporate financial statements.
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In the Index-TF.xls file, create references to the cells using your corporate financial statement file.
Tip: We strongly recommend that you keep a backup copy of your .xls files before you modify them.
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Open a client file in Taxprep Forms and, in the File menu, click Import Data, and then Microsoft Excel Workbook (*.xls).
- In the Import dialog box, select the Index-TF.xls file and click Open to begin the import procedure in the GIFI schedules.
Microsoft and Excel are registered trademarks of Microsoft Corporation.