When importing Excel Spreadsheets into TaxWorks grids, it's important to remember that each column in the spreadsheet will import to the corresponding column on the grid.

1. To import an existing excel spreadsheet into a TaxWorks grid, open up the return you are working on and open the grid you wish to import the spreadshet into. In this example we will be using the Schedule D grid (figure 1).

(figure 1)
2. In the grid, click on the Tools menu and select "Import Excel Spreadsheet" or press Ctrl+I on the keyboard (figure 2).

(figure 2)
3. Browse to the location where the spreadsheet (.xls file) is located (in this case My Documents), select the spreadsheet and then click "open" (figure 3).
Note: If you prepared the spreadsheet in Microsoft Excel 2007, you must save the file as an Excel 1997-2003 workbook (.xls) format in order to be able to import the spreadsheet.

(figure 3)
4. After you click open, the spreadsheet will be imported into the grid (figure 4).

(figure 4)