Importing Data > Import Overview

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Import Overview

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The Magtax Import functions are designed to convert data into a format used by MAGTAX.

This section covers importing FORM data.

 

To import Datasets (prior year data, etc.), see Managing Datasets

 

 

Set the default parameters for data importing and editing.

 

 

The Conversion Process is as follows:

 

1. Prepare External Data. - This may involve exporting data from a spreadsheet or printing reports to a file or simply loading a company file in QuickBooks.

 

2. Import Your Data with one of these methods.

Comma Delimited / Excel
QuickBooks 1099 & W2
TIB4
DOS.  ( Field Definitions )

 

3. Manipulate as needed.

 

 

There are slight variations in resolving different issues.  These are addressed at the appropriate time.