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Tax return import / export

JSON file format

Tax Return Import/Export also supports the JSON file format for import and export files. You can open the JSON file with any text editor.
{"nameLine1": "Partnership Name 1","nameLine2": "Partnership Name 2","clientCode": "Client Code","importFlag": "M","locator": "1234AB","process": "TRT","taxReturnData": []}
The JSON file format follows the same convention as the CSV file extension except the second character ‘X’ is replaced with ‘J’ – for example, the JSON file extension for a 1065 import file is .PJ#.
One way to obtain a JSON file with proper syntax is to export a
binder
.
When using JSON files:
  • Choose either Tax Return Import – JSON or Tax Return Import Forms – JSON from the Import Type dropdown list.
  • Chose either Tax Return Export – JSON or Tax Return Export – JSON Forms from the Export Type dropdown list.
Additional details
  • A JSON file must have commas after every column + data pair except the last. Commas must also exist after each data record except the last. Place the comma after the closing curly bracket.
  • Text editors like Notepad++ offer a JSON viewer plugin that will format JSON files to make them more readable and potentially display an error message if the JSON file isn't well-formed.
  • Place all data records between the square brackets []. Each data record is bracketed by curly brackets and contains a comma after the closing curly bracket. Each data record contains the same 9 parameters as the CSV file data record. 
    {"formName": "DEPLETION","fieldName": "4562:DEPL OVR 3 YR BASIS AMT","fieldType": "O","data": "1003.00","group1": "81","group2": "0","group3": "0","group4": "0","group5": "0"},
  • The 9 parameters inside a data record - as well as the parameters in the header record – may be in any order. For header record parameters, the following are mandatory:"importFlag”: “M”, (other possible flags H U R)“locator”: “1234AB”,“process”: “TRT”,“nameLine1”: “NAME”, must exist on the import file but its value may be null - “nameLine1”: “”, - while “nameLine2” and “clientCode” are optional and these parameters may be omitted entirely.

This article applies to:

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