Learn how to use the WorkPapers NG Excel add-in to create custom import templates for seamless data transfer between Excel and OneSource Income Tax software. This tutorial covers the complete workflow from installation through implementation: logging into OneSource Income Tax, creating and downloading custom templates from organizer screens, importing templates into Excel, mapping data fields, and both pulling data from tax binders into Excel and pushing modified data back to the organizer. The tool streamlines tax data management by allowing users to efficiently import and export information from any organizer or tax form field, making it an essential resource for tax professionals working across both platforms.
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