Overview: You are able to quickly add a link in one Excel binder to a worksheet in another Excel binder. Once linked, you can then preview that external binder's worksheet in the current binder's Active add-in.
Please refer to the Glossary for definitions of key terms used in this article.
Insert worksheet link into binder
You are able to insert a worksheet link from an external binder and preview it within Active Workpapers.
To begin, open the binder in Excel that you wish to insert the worksheet link into. Right-click on the cell where you want to insert the worksheet from another binder. From the dropdown menu, hover over Active Workpapers, and select Add Worksheet Link.
The following screen will pop-up in the Active taskpane. Select the appropriate binder.
Select the worksheet you wish to link to.
The link will now be inserted into the record template.
You are able to preview the worksheet by clicking on the link. From here, you are able to either navigate to the external binder in Excel or in the web.
Insert actual worksheet into binder
You are also able to insert the actual worksheet from the external binder, instead of only linking the worksheet and previewing it if you wish.
To do this, open both binders in Excel. Right-click on the worksheet tab along the bottom that you wish to copy and select Move or Copy...
Fill out the pop-out screen as appropriate, selecting the workbook you wish to insert a copy of the worksheet into, for example BLAH.
Be sure to select to Create a copy at the bottom of the pop-out to ensure the worksheet isn't removed from the current binder.
After copying the sheet into the binder, proceed to click Add record in the Active Workpapers Taskpane on the right and select link to existing sheet. And/or Follow the steps on the support article as to how to do this: How to link various records to a binder.
Note: If you are linking worksheets between Personal ITR binders, you may need to refresh the workpaper for the data to transfer to the B01 Summary worksheet.