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14 Business Packages: New FeaturesTrial Balance ImportThis chapter covers two significant new features of the business packages in 2008: thetrial balance import, and binary (PDF) attachments.Available in the corporate (1120), S corp (1120S), and partnership (1065) packages,the trial balance import allows data to be imported into a tax return from a trial balanceworksheet.Drake’s specially designed trial balance template and importing function has the followingbenefits:• Eliminates the need to duplicate entries• Eliminates data entry errors by automatically importing data to the correct fields• Allows preparers to merge basic accounting functions with tax preparationThis feature is available for the 1120, 1120S, and 1065 packages in Drake._NOTEA flow chart of the trial balance importing process is available asAppendix F, Trial Balance Import (pages F-1 to F-2 of this manual).Preparing to Use Trial Balance ImportThe trial balance import function can be used only on returns that exist in the 2008version of Drake Software. If you haven’t already, create a client file in Drake 2008 orupdate an existing client file from the prior year. Like several other functions of thetax software, this new feature requires Microsoft Excel (version 2000 or later).In addition, take these actions to ensure the trial balance import works properly:Tax Year 2008 299