| • | The Import Categories Template is typically stored in the C:\Program Files\Thomson Reuters\Tax Provision 2014.1.0.0\Templates folder. You can also export categories by selecting Export Categories in Administration. |
| • | The Import Categories template contains the following sheets: #ADS# Archive Datasets, #ARDS# Archive Reporting Datasets, #CATTD# AfterTax TempDiffs, #CD# Datasets, #CDRF# Def RollForwards, #CDSR# Dataset Relations, #CRD# Reporting Datasets, #COU# Countries, #CUR# Currencies, #CDRF# Def RollForwards, #CIFTD# Incl. for Temp Diffs, #CLRF# Liab RollForwards, #CNOLTD# NOL TempDiffs, #CNRF# NOL RollForwards, #CP# Parameters, #CPRU# ParamsReportsUser, #CPD# Permanent Differences,#CPTBI# PTBI Codes, #CPYBK# Payable Buckets, #CPYRL# Payable Rollups, #CPYTP# Payable Txn Types, #CRU# Component Rollup Sets, #CS# States, #CSAATD# St AfterApp TempDiff, #CSATTD# St AfterTax TempDiff, #CSC# SubConsolidations, #CSTA# St Tax Adjs, #CTA# Tax Adjustments, #CTBL# Trial Balance Lines, #CTBSL# Trial Balance SubLines, #CTD# Temporary Differences, #CTDP# Temp Diff Postings, #CU# Units, #CUC# User Components, #CUSR# Users, #CUSRGP# Group Permissions, Users#ICOTXNT# Inter Co Txn Types, #ICOTRTT# Inter Co Trtmnt Types, #CUNC# Unit Components, and #CUNCM# Unit Component Multiple,#JEN# Journal Entry Numbers. |
Warning: Do not modify the portion of the sheet names between the # signs. If you do so, the sheet will be ignored upon import.
| • | To use the templates you must keep the columns in the same order and begin entry on the third row. Support documentation can be included in a file and does not interrupt the import process, as long as sheet names do not have a defined template name. |
| • | If there are duplicate rows for the same item, the later row overrides the earlier row. |
| • | Blank cells are ignored on import. |
| • | Even though you receive an error message if you leave a row blank, all data in rows beneath the blank one will be imported. |
| • | The Import Categories template often requires that all columns be completed for items to add during import. |
| • | Do not change the order of the sheets in the template. |
Note: For more information on importing categories, refer to the Importing Templates documentation.
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