Import Report

This report lets you:

• See all the values that are being imported from the financial software.

• Delete imported values.

• Replace imported values with new values.

• Jump directly to the form and line number for a particular value.

For details about importing data, see Importing Financial Information.

Report Setup

Each row in the report represents one value that was imported from the financial software. It shows:

• The name of the field from which the value was imported.

• The value imported from the financial software into that field.

• The imported value in an editable field.

To change imported values:

You can replace an individual imported value on the report with a different value. To change the imported value on the Import Report, just type a new value in the field.

To jump to the related form:

If you want to see where an imported value will go, click the Go to Form button for that value. The H&R Block software opens the destination form and moves the cursor to the correct line.  

If you change the value directly on the form and recalculate, the program updates the Import Report to reflect the change. Changing the value on the report updates the form when you recalculate. The program carries the most recent change you make—no matter where you make it—to all the relevant places in your return.

To return to the report from a related form, click the Close button at the bottom of the Report window.

To print the report:

Click the Print button at the bottom of the Report window.