1. ParsePort - Knowledge Base
  2. Hypertagging and Block Tagging

Do I need to include my notes in the Excel template?

You do not need to add any extra tab or information in your Excel template containing the notes to the consolidated financial statements. The notes are being picked up during the conversion process, due to the hypertags inserted in the visual component (PDF). The only information that needs to be included are the primary financial statements and the general data.