# Importing data into Taxcycle

**URL:** <https://www.protaxcommunity.com/t/importing-data-into-taxcycle/6620>\
**Category:** T1\
**Created:** [February 28, 2023, 10:44pm UTC](https://www.protaxcommunity.com/t/importing-data-into-taxcycle/6620 "2023-02-28T22:44:06Z")\
**Posts on this page:** 3\
**Page:** 1

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**Author:** ![healthymanccc](https://avatars.discourse-cdn.com/v4/letter/h/779978/32.png) [@healthymanccc](https://www.protaxcommunity.com/u/healthymanccc)\
**Post date:** [February 28, 2023, 10:44pm UTC](https://www.protaxcommunity.com/t/importing-data-into-taxcycle/6620/1 "2023-02-28T22:44:06Z")

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When I onboard a new client I have to collect a lot of personal information and enter it into taxcycle.  
_e.g. Name, address, date of birth, SIN, etc._

I send a fillable PDF that the client completes and uploads to a secure folder in the cloud.

Is there a document that can be used to have clients complete that we can then import into taxcycle? I’m just trying to automate my processes as much as possible.

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**Author:** ![matthew](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/matthew/32/85_2.png) [@matthew](https://www.protaxcommunity.com/u/matthew)\
**Post date:** [February 28, 2023, 11:11pm UTC](https://www.protaxcommunity.com/t/importing-data-into-taxcycle/6620/2 "2023-02-28T23:11:48Z")

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It it was me I would use a protect Excel sheet that lets your client enter the information in the cell., but stops them from changing other things. Then you can to the import from Excel.

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**Author:** ![kozakworld](https://sea2.discourse-cdn.com/flex016/user_avatar/www.protaxcommunity.com/kozakworld/32/1594_2.png) [@kozakworld](https://www.protaxcommunity.com/u/kozakworld)\
**Post date:** [February 28, 2023, 11:20pm UTC](https://www.protaxcommunity.com/t/importing-data-into-taxcycle/6620/3 "2023-02-28T23:20:36Z")

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I had those exact same thoughts as @matthew.  
You can check out this TaxCycle webinar on creating exporting and creating Excel Templates if you haven’t created them before.

[TaxCycle and Microsoft Excel integration - TaxCycle](https://www.taxcycle.com/resources/video-tutorials/practice-management-videos/taxcycle-and-microsoft-excel-integration/)