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DIF import export

Import a DIF file into allocation and apportionment

For 1065 and 1120, use the provided templates for importing and exporting data with A&A Data Entry. To transfer A&A factor details, tabulate them in the spreadsheet, save it as a DIF file, and import it into A&A Data Entry. You can also export details from Data Entry to a DIF spreadsheet file.
Before importing, save the *.xls file as a DIF file by selecting
File
, then
Save As
, then
DIF
 (Data Interchange Format) in your spreadsheet application.
Do not insert rows or columns in the spreadsheet, as the KAT template must remain unchanged.
Detach and save the templates:
  1. Right-click the zip file, and select
    Save Target As
    .
  2. Detach into a designated folder on your hard drive.
  3. Expand the zip file into its two components.
    For 1065:
    1065_AA2023.DIF
     and
    1065_AA2023.KAT
     and For 1120:
    1120_AA2023.DIF
     and
    1120_AA2023.KAT
  4. Import the data into the tax application
    Use the Import DIF dialog box to import the data in the source file into the tax application.
  5. Standardize your spreadsheet format (layout) so that it can be used for other clients.
  6. Save a version of the spreadsheet as a DIF (Data Interchange Format) file.
  7. On the top menu, select
    Tools
    , then
    Import
    .
  8. In the DIF Import File section, select
    Browse for File
     to locate the source DIF file.
  9. In the DIF Template File section, select
    Browse for File
     to locate the .KAT file. All DIF template files must have a .KAT extension.
  10. Select
    Import
    .

This article applies to:

  • Product: ONESOURCE Income Tax Express RS
  • Return type: 1120 Corporation, 1065 Partnership
  • Subject: Export, Import
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