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Hot topics - Week of September 29, 2024
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: New telephone schedule for our teams
Mondays and Tuesdays 8:30 a.m. to 6 p.m. (ET) 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, between 8:30 a.m. and 6:00 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. 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.