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Return XML import and export

File format for use with Return XML

Use the Return XML templates to begin with a well structured file. This file format's based upon the XML (Extensible Markup Language) standards which define a set of rules for encoding documents in a format which is human and machine readable.
Use the Return XML templates to begin with a well structured file. This file format's based upon the XML (Extensible Markup Language) standards which define a set of rules for encoding documents in a format which is human and machine readable.
Use these applications to open and edit your XML file:

About the XML file

The first 3 rows of a Return XML file are:
<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.thomson.com/Ria/DataExchange">
<ReturnData documentCount="1" Return="X1234L" Flag="H">
  • The first 2 rows are mandatory and can't be changed. These rows inform the system what to expect and the standards followed.
  • ReturnData documentCount="1" = indicates data for 1 return.
  • X1234L = locator number. To export data for this return and import into another locator, you can use Notepad to change the locator number you want to import this data into.
  • The flag "H" informs the system to delete all mapped data that exists in a specific document ID and import data from the file. A use case for this is if Form 2106 exists in the import file, then all mapped data in the Form 2106 folder will be deleted prior to import.
  • You can modify records after the header.

About the file set

The file set is a zip file containing 2 files for each tax application. Go to file downloads to download the Return XML file sets.
The file set is a zip file containing 2 files for each tax application. Go to file downloads to download the Return XML file sets.
Return XML file sets
Return type
File sets
Files
1040
YYYY RXML 1040 PFS YYYY-MM-DD.zip
AIEX3_BUILD_REPORT.XLS, TTA1040IEX3Schema.XSD
1065
YYYY RXML 1065 PFS YYYY-MM-DD.zip
PIEX3_BUILD_REPORT.XLS, TTA1065IEX3Schema.XSD
1120
YYYY RXML 1120 PFS YYYY-MM-DD.zip
CIEX3_BUILD_REPORT.XLS, TTA1120IEX3Schema.XSD
note
Preparers should use build reports for cross-referencing values. Programmers should use schema files to learn the XML elements and rules for the data to properly structure field length, field type, field precision, etc.

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