Tom Poje Posted March 28, 2018 Share Posted March 28, 2018 I assume the empower imports used with Relius are similar to other software. there are a numbers of files I found to be real useful with FT William govt forms. all can be copied and pasted into excel and worked with. There is an AHIP file - this contains the schedule of assets data. the following files all have import files into FT William There is a PSD file. this is schedule D data. There is a PSA file. this is the schedule A info. this is in a fixed file format, so have to work a little bit with is in excel to get the data into a format for importing. PC2 is page 2 of sched C PC3 is page 3 of sched C Happen to have a MEP of 35 plan or so, and having the ability to copy these files into excel, summing up the totals and then with a small amount of work pasting that data into FT William import file sure saves a lot of time. (Along with being able to pull the SSA info from Relius and importing that (this year almost 200 folks for the SSA) really helps. Link to comment Share on other sites More sharing options...
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