This was not helpful at all. The original poster, and I, had already done the steps you linked to. The problem is that it's just not working.
The "Searching for tax files" spinner never stops and never finds anything. So we used the browse function, found the tax PDF file and "transferred" it. We got a report saying it was successful; however, it was anything but and went on to ask us to enter all that information it was supposed to have "transferred" (not imported) over.
