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Income Tax Planner Web Help Home How To Import Client Plans

Import Client Plans

You must have Editor or Owner permission or be a Subscription Administrator to perform this action. If you have questions about your client permission, contact a client owner or your Subscription Administrator. See also, Permissions.

You can import client plans from your local or network drive. You can select files from a single folder or from many different folders. Only valid “.it” files can be imported.

Importing client plans can be done from the Add Client Page or the Edit Client Page > Plans Tab. You can also import a single file on the Clients Page.

If an imported plan contains a link to an Excel file, then upon opening the plan in the Planner a message will be displayed informing you of the name of the linked Excel file. You will need reestablish the link.

Importing a File from the Add Client Page

After entering the new client’s first and last names in the appropriate Nam fields, click Add Plans.

The Add Plans dialog opens. Select the files to be uploaded, using one of the following methods:

  1. Drag and drop the files from Windows Explorer to the Add Plans dialog.
  2. Click the gray area on the Add Plans dialog to browse and select the files, and then click Open.

The imported client plans are now listed in the Plan column.

When you are done, click Close to close the Add Plans dialog.

Click Save to finish adding the client (and client plans).

Importing a File from the Edit Client Page > Plans Tab

  1. Open the Edit Client page for the desired client.
  2. On the Plans tab, click Import Client Plans.
  3. The Add Plans dialog opens. Select the files to be uploaded, using one of the following methods:
    1. Drag and drop the files from Windows Explorer to the Add Plans dialog.
    2. Click the gray area on the Add Plans dialog to browse and select the files, and then click Open.
  4. The imported client plans are now listed in the Plan column.
  5. When you are done, click Close to close the Add Plans dialog.

Importing a File from the Clients Page

  1. Using our mouse, move the cursor to the right of the plan column. (Be sure that the cursor is in the appropriate client row.)
  2. Click the chevron to open a pop-up menu.
  3. Click Import Plan. The Import Plan dialog opens.
  4. Click Browse.
  5. In the Choose File to Upload window, locate and click to highlight (select) the client file to be imported.
  6. Click Open to return to the Import Plan dialog.
  7. Click Import.