Can I use my own Excel template?

No. The template provided on the Upload New Data page must be the template used for uploading any data. That template can be found on the Upload page, under Resources on the Consulting tab, and right here

  • If you attempt to upload data using any other Excel file, it will not upload properly.
  • The new Excel file we provide is different than the file you formerly manually submitted to ITR. You will need to copy and paste your data into the new file for a successful upload.
  • Pease check your My Data files if you are a longer-standing client; your dataset may have already been uploaded, and you may simply need to edit the file. Instructions on how to do this can be found here.