ACCESSING THE EXCEL ADD-IN ON A worksheet

After you've downloaded, installed and registered ONESOURCE Excel Add-in, the Data Import tab appears in the Excel spreadsheet toolbar. You can begin using it to map fields in Excel workbooks and import data into ONESOURCE Tax Provision. You can use any Excel workbook to develop your data.

1.Click the Data Import tab from the toolbar menu and locate the ONESOURCE menu command buttons. These buttons provide access to data mapping, data import and setup functions.

data import tab

 

Note: If you do not have a valid license to use the Data Import add-in, and you install the Excel Add-in download, the Data Import tab appears in the Excel toolbar, but the Add-in mapping and import functions are unavailable.

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