Relius 5500 Program - Import for SSA or Schedule of Assets

[Guest awojtaszek]

I heard it mentioned at the ASPPA annual conference that there is a way to import data into Relius 5500's to avoid having to enter all SSA's into the necessary form. I read over the Help instructions in Relius briefly but they sounded foreign.

Is there anyone who is utilizing this feature, and can it be used for the Schedule of Assets schedule as well?

Is it just a matter of setting up your excel file properly? If anyone already has the format figured out, I would be very greatful if I could get a copy. Thanks.

[Leopurrd]

Try searching for "SSA import" on the board. I remember a post about this a while back; I think it was on the Form 5500 board.

[Tom Poje]

yes, it is under 5500, you will have to go back 60 days, and to the second page.

[Guest awojtaszek]

I found it. The instructions posted in that link were a LOT more user friendly than Relius' User Guide. I now have it up and running. Thanks Again.