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Direct K-1 Import Export tax year 2023 and prior

Example of a direct k-1 data record

Information in these records contains data you want in the locator. Data records contain seven (7) data fields (six [6] mandatory and one [1] optional). Each data field, except for the last field, must be separated by a comma even if the field contains no data. A data record that has a comma missing or is incorrect, will not stop the import. However, the desired data for that record will not be entered in the locator.
Refer to the worksheet Org_Data_Dictionary and the columns indicated for each field below in the data record.

Example of a data record

GENERAL INFORMATION,0,0,0,PARTNERSHIP EIN,45-1234567
  • Field 1: Form Name mandatory
  • Field 2: Copy Number. If YES, there must be a value as part of the field identification. If blank, the value must be zero (0)
  • Field 3: Group Number. If YES, there must be a value as part of the field identification. If blank, the value must be zero (0). The number must be in consecutive order without regard to the partner number.
  • Field 4: Subgroup Number. If YES, there must be a value as part of the field identification. If blank, the value must be zero (0)
  • Field 5: Field Name mandatory
  • Field 6: Field Data Value. The data value that you wish to populate in the field inside the locator.
  • Field 7: Field Type. On export the value will be O for Organizer type or T for Tax form type. This field is optional for import.

This article applies to:

  • Product: ONESOURCE Income Tax
  • Subject: Export, Import
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