1120S Columnar K-1 Export

The Columnar K-1 Export tool allows you to export data from the 1120S Schedule K-1s screens in the federal Tax Forms view. The information cannot be imported back into the 1120S returns.

In addition to Columnar Review for 1120S, you have the capability to export all activity information (for example, Pass-Through, Rental Real Estate, etc.).

Using Columnar K-1 Export

To create an export, make sure that your login ID for RS Browser does not contain any spaces.

  1. In RS Browser, select the Returns Processing tab.
  2. Then select Import/Export > Export from the left menu.
  3. Select Columnar K-1 from the drop-down box.

  4. A window opens below the Columnar K-1 choice. Choose additional criteria as needed (Account, tax Year, tax Type, and Sort criteria). Then click Continue.

  5. A warning screen is displayed indicating a change will occur. Click the Continue button.

  6. A list of returns meeting your selected criteria appears.

  7. Select returns from the list by clicking the check box, or click the Select All button. Click Continue.
  8. You will see a status screen as shown below. To check the status, click the Close button.

  9. You will return to the criteria selection screen but in this instance click the Batch Status button.

  10. Enter the To (MM/DD/YYYY) date in the Date the Batch Submitted section. Click Continue.

  11. Click the link in the Batch ID column for the export file you want to see.

  12. Click the Refresh button to see the updated Export Status. Be aware that large export files may take longer.

  13. When the Export Status column indicates File Export Complete, then click the Download All button.

  14. A message is displayed at the bottom of the screen to open or save the ZIP export file. Click the down pointing arrow next to Save to Save, Save as, or Save and Open.

  15. If you select Save as, browse to a location for the download, and then click Save.
  16. A message confirms that the download process is complete. Click Open, Open folder, or View Downloads.

  17. Click Open to view the ZIP file and the export file. The export file will be named as follows:
    • 1065: *.PX1
    • 1120: *.CX1

 

 

 

Import/Export/1120S_columnar_export_1.htm/TY2021

Last Modified: 11/05/2020

Last System Build: 10/18/2022

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