Import vehicles or drivers

Modified on Tue, 07 May 2024 at 04:43 PM

You can import the data either by vehicle or by driver. When you import drivers, the system automatically updates the vehicles register. The system separates the vehicles and drivers data for your reference purposes but then aggregates the data for the tax calculation and analytics.

We provide you with a template which contains several column headers corresponding to the data that is required and any other data you can import. Please read our Overview of the data import process before you begin.

  1. In Microsoft Excel, prepare your source data to meet the requirements of the template.
  2. Select and copy your data (including the column headers).
  3. In Taxlab, in the entity’s FBT calculation, open the Vehicles or Drivers page, as required.
  4. On the Vehicles / Drivers page, click the relevant Quarter tab.
  5. Click the Import button.
  6. Click in the box and paste your data.
  7. Click the Import to [Q x] [tax year] button.
  8. If the import is successful, a message displays in a green banner informing you of the number of records that were imported. Click the Close button.
  9. Check your imported data to ensure it imported as expected.

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