Viewing or Editing Input Files

In Site-US Tax Batch, you can view, setup, delete, download, or describe the existing Input Files. Input Files contain records, such as customer records, that are available for batch processing.

The Existing Input Files page lists all your available Input Files. Columns list each file's Title, Description, and Last Modified date. Links in each row let you Setup, Delete, or Download a listed Input File. Additionally, if you still need to describe the fields in an Input File, a Describe link appears.

To view or edit Input Files:

1. On the Batch Process Homepage, click View Input Files. The Existing Input Files page displays.
2. Optionally, click Setup to edit Setup Input File page settings. Only relevant settings display for editing.
3. Optionally, click Delete to remove the file from Site-US Tax Batch. Confirm the deletion when prompted.
4. Optionally, click Download to open or save the file on your computer. Follow the subsequent dialog box prompts.
5. Optionally, click Describe to complete the Input File Field Descriptions page settings. This option only appears if you still need to describe the fields in an Input File.