Excel Application & Macro
Migrate individual taxpayer assets to CoreTax
Avoid category-code mistakes when moving legacy asset data into the new CoreTax system. Includes one-click macro automation to generate ready-to-upload Excel and XML files.
Key capabilities
Automatic Code MappingAdjusts legacy tax-return codes to the CoreTax hierarchy.
6 Asset CategoriesCash, Receivables, Investments, Movable Assets, Immovable Assets, Other Assets.
XML ExportSaves data into an XML format compatible with the CoreTax import module.
100% OfflineEverything runs inside your own Excel, no internet connection required.
⚠️ First-time use note
If Windows blocks the macro the first time you download the file, unblock it via the file's Properties dialog. Read the file-unblocking tutorial →