How to Link the Partner Allocation Spreadsheets
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Select a Partnership client.
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Below Tax Return Data select Partnership Statement. The Partnership Statement tab appears.
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Click Export to Excel on the Ribbon Bar
Chooseand the system will create an alternative file name:
click save.
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Click on Open exported file on the Ribbon Bar as this icon is now live.
The Partnership Statement Allocation dialog appears.
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Once you have updated the spreadsheet save your changes, and then click on Import from Excel on the Ribbon bar
which transfers the figures to the Partnership Statement.
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Click OK on the Partnership Statement Allocation dialog.