How to Link the Partner Allocation Spreadsheets

Select a Partnership client.

Below Tax Return Data select Partnership Statement. The Partnership Statement tab appears.

Click export to Excel on the Ribbon Bar     Choose  and the system will create an alternative file name:   click save.

Click on open exported file on the Ribbon Bar as this icon is now live.    The Partnership Statement Allocation dialog appears.

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.

Click OK on the Partnership Statement Allocation dialog.