Overview
Extraordinary provides a direct excel-based integration with TaxLab for seamless export and import of benefit data.
Export data from Extraordinary
- From the Extraordinary app > Go to Transactions in the left hand menu.
- Use the date filters to select the transactions for the FBT period required.
- Select TaxLab FBT Extract to download the file.
Import data into TaxLab
- In TaxLab, in the entity's FBT calculation > Go to Workpapers > Benefits > Select the tab for required Quarter.
- Select the Import button to open the Import Benefits window.
- Open the downloaded file from Extraordinary, then select and copy all data, including the column headings.
- Paste the data from your Extraordinary file into the Import Benefits window.
- Select Import.
When the import is complete a banner will appear detailing the outcome of the import.
If the import is successful the benefits will appear under a category called Extraordinary.
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