Importing Data from a Spreadsheet for Mexican Withholding

Access one of these forms:

  • Legal Concepts Revision

  • Withholding Concepts Revision

  • Withholding Percentage Revision

  1. Complete the header fields:

    • Withholding Type

    • Company

      You complete the Company field on the Withholding Percentage Revision form only.

  2. Select Import Grid Data from the Tools menu.

  3. In the Define Import File area of the Import Assistant form, select Import From Excel and enter the path to the spreadsheet in the Excel file: field.

  4. In the Define Cell Range area, complete the starting and ending cell fields.

  5. In the Define Import Location in Grid area, select Insert to import data at the beginning of the table, or select Paste to replace the data that exists in the cells that you specified in the Define Import File area.

  6. Click Apply.

    The system displays the values that you imported in a grid on the Import Assistant form.

  7. Click Continue.

    The system displays the data that you imported on the revision form of the program, and displays error messages for fields for which validations failed.

  8. Correct errors, if any.

  9. Click OK on the revision form to save the data to the table.