Reviewing Imported Financial Data

When you import information from financial software such as Quicken, the H&R Block software creates an 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 to edit a particular value.

For details about importing, see Import Data From Financial Software.

Displaying the Report

To display the Import Report, select Review Financial Imports from the Reports menu. The program displays the report in the Report window.

Report Setup

Each row in the report represents one value being 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.

Click the Go to Form button to jump directly to the imported value's location on a tax form.

To change imported values:

• Enter a new value in the field on the report.

To display a related form:

• If you want to see where an imported value will go, click the Go to Form button for that value. The destination form is opened and the cursor is moved to the appropriate line. You can change the value of the field directly on the form.

If you change the value directly on the form and recalculate (Ctrl+R), the Financial Imports Report is updated to reflect the change. Changing the value on the report updates the form when you recalculate. The most recent change you make—no matter where you make it—is carried to all the relevant places in your return.

To return to the report from a related form,

• Click the Close Form button at the top of the form.

To close the report:

• Click the Close button at the bottom of the Report window to close the report.

To print the report:

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