Upgrading a workbook

With the change in 5.0.0.0, one click upgrade no longer upgrades your workbooks, instead, this is done when you first open a workbook that is due to be updated. Note that Tabular uses some internal rules to determine if the return is in scope for an upgrade (e.g. workbooks from previous years will not be flagged for return upgrade). If you get the following message when you open your workbook, in general users should click yes and wait for the process to finish (only for scenarios where the upgrade process is causing issues, eg repeatedly failing, would we advise to click no so that users can continue to work with the (un-upgraded) return in the meanwhile while those issues are investigated by our support).

This process will do a few different things:
1. Apply any structural changes to the templates (add/remove data points etc..)
2. Change any dropdown values of closed list fields. Note this will not change any values you have in these fields, but that should be flagged by validations if the value you selected is no longer relevant.
3. Will update formulas (note any formulas that you have removed manually and you have added your own will not be overwritten)

Sometimes if the process does structural changes to a QRT, you might see some strange formatting like:

• Some borders being gone on column headers etc..
• Cells and labels not being word wrapped, which you can fix with resizing the columns/rows
• Other random changes like some label is not properly indented or not in bold etc..
  

All of these are just cosmetic differences that are hard to implement in the upgrade process, but will not affect validations or XBRL generations in any way. You might just need to do a little bit of resizing of the columns to get a comfortable view.

Note that if you select not to perform the Upgrade of the return now, you will still be able to use it, however, you will keep getting the upgrade message every time you open it and we generally advise you to do the upgrade before the final validation check and XBRL generation as it may contain changes that are important for your submission.