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AvanTax eForms 2012
Refer to the section Company Selection
75
for details on selecting companies to be included in this process.
Option
When "Remove inactive slips only" is checked only inactive (zero value) slips will be removed.
Changes made using this tool cannot be reversed.
10.5 Import / Export Data
MENU: TOOLS > IMPORT / EXPORT DATA
eForms Standard & Enterprise Only
If you have information in a payroll package or another tax slip preparation software product and the software
allows you to export data into a CSV, Excel or XML file, you can use the Import from Excel File, Import from
CSV File or Import from XML File functions to import the data into eForms.
10.5.1 Import from Excel File
MENU: TOOLS > IMPORT / EXPORT DATA > IMPORT FROM EXCEL FILE
eForms Standard & Enterprise Only
(For evaluation purposes, demo installations and eForms Basic can import the first three records of an Excel file)
NOTE: Microsoft Excel must be installed on your computer to use the Import form Excel File function. Excel files
must be in the XLS format, not in the XLSX format of Microsoft Excel 2007 and later.
Instructions
1. When importing using eForms Standard, each sheet in the spreadsheet must contain data for one company
and one slip type only. When importing using eForms Enterprise, each sheet in the spreadsheet can contain
multiple companies by entering the company name(s) in the COMPANY.NAME1 column to distinguish between
the companies that each slip will be imported into. Each sheet will be imported separately.
2. Insert a new column, as column A, at the left of the sheet.
3. Insert a new row, as row 1, at the top of the sheet.
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