How do I correct errors while bulk uploading using a file?
4.6k views |
Last modified 12/29/2021 1:44:53 AM EST |
Added by TaxBandits Team
Follow the process below to handle errors while bulk uploading a file to import data into TaxBandits. First, look for the option to view the entries that failed our validation checks in the bulk upload status screen or from the home page. Then, export these errors in excel, fix the exported error file, and upload the file.
Import Summary page
After the import process is completed, you will be directed to the Import Summary page. This page displays the Recipient records, including the successful and errored records.
View and Fix Errors
You can find the errored records under the Errors section, which you can choose to fix immediately or come back later and fix.
If you want to fix these errors later, click ‘Continue Filing’ to proceed with the records that were imported successfully. However, the details you imported must have at least one Successful Record to continue with the flow.
Now all the errored records have been fixed and made as successful records. You can now click on the Continue Filing button to proceed with the filing process until you transmit the return.
Correcting the errors has been made simple for you with the Export Errors option. First, click on Export Errors in Excel Format from the Import Summary page to export the entries in Excel.
This error file will have the data in the same column names and ordering sequence as the original imported file except for a new column Error Message appended at the end. This is the column that will explain why the entry was skipped.
Analyze the errors and correct them directly in the downloaded error file. You will have to re-upload this file to import the data again.
Upload the corrected Error File
In TaxBandits, any returns created for the same person will be appended to the original return until you transmit the return. Once transmitted, an order is created comprising of all the returns.
To import the corrected data file, you start by creating a new return for the same employer.
- From the home page, choose the respective form and click file Now.
- Choose the tax year and click Next.
- Choose Excel Upload to upload the error file you corrected.
Continue the flow until you get to the upload status page. Then, repeat the same process until all the errored entries are successfully imported. Once done, click on the Continue Filing to proceed further with the filing until you transmit the return.