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Hot topics - Week of July 22, 2024
Changes to Cantax and AnswerConnect support services
Beginning July 22, Cantax and CCH AnswerConnect customers should submit their support cases exclusively through our web ticketing system for a faster service!

Register with our Support Platform to easily submit, modify, and track all your tickets from a single online location. For more details about the web ticketing system and best practices, watch the following “How to” videos:
New telephone schedule for our teams
Please note the new telephone schedule for Customer Service and Technical and Tax Support:

Monday to Thursday
8:30 a.m. to 6 p.m. (ET)
Note: Cantax, CCH AnswerConnect, AliForm, CCH Engagement, CCH Practice Management, CCH Scan and CCH Site Builder products are now only supported by web tickets, which can be submitted via the Support Platform 24/7, as well as by live chats, which are handled from Monday through Friday between 8:30 a.m. and 6:00 p.m. ET.

Products Support

Knowledge Base Video Library My support cases Latest News System Requirements
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:

  1. Download the following file: Index-TF.xls (708 Kb).

  2. Open the Index-TF.xls file with Excel or another spreadsheet program.

  3. Open one of your .xls files containing corporate financial statements.

  4. 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.

  5. Open a client file in Taxprep Forms and, in the File menu, click Import Data, and then Microsoft Excel Workbook (*.xls).

  6. 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.