How to import tax data from a spreadsheet in ProConnect Tax

This article will help you determine what types of data you can import, and import spreadsheet data to your clients' tax returns.

Before you start:

• Only Excel files (.xls or .xlsx) or comma-separated value files (.csv) can be imported.
• Only the first worksheet in a file will be imported.
• We recommend using the quick start templates and data rules found below to organize your clients' data before importing.

Follow these steps to import data:

1. Go to the Input Return tab.
2. At the top right corner of your screen, click Import Data.
3. From the picklist presented, under Tax Documents, select Upload files.
4. Click Browse to navigate to the spreadsheet on your computer.
5. Select the spreadsheet, and click Open.
6. Click the Next button at the bottom right of your screen.
7. On the Map data screen, click Select Heading to select the column header that matches your data.
   • Repeat this step for all columns you wish to import.
8. Click the Next button. 
9. On the Review & import screen, review all of the items that are going to be imported.
   • To ignore a particular row, un-check the box on the left side of the row.
   • To make other changes, click the Previous button at the bottom right of your screen.
10. Once you're satisfied with the data, click the Import button.

Related topics

• Importing data in ProConnect
• Attaching a summary statement to Schedule D/Form 8949 in ProConnect Tax
• Entering stock transactions for Form 8949 or Schedule D
• Common questions about Form 1040 Schedule D in ProConnect