DIF Import/Export: FAQs

Can KAT Templates be re-used in different returns?

Yes, they can be used for similar imports into the same return type.

Can I use multiple DIF Imports within one return?

Using two or more different imports will not accumulate or sum data in the same field(s) within Organizer. Each import will overwrite the previous import. However, if each import populates a different area of Organizer (for example, A&A property, A&A payroll), then multiple imports can be used.

Can I export using the same DIF import templates?

Yes. Create a blank file in Microsoft Excel and save it as DIF. From within the appropriate screen in Organizer, select Tools > Export and follow the same procedures as importing.

Can I use DIF import to append information?

No, DIF import only overwrites existing information. If you need to append data, export the information to a DIF file, add the information to the export file, and then import back into the Organizer.

Does DIF import delete the excess information if the data i am importing is less than what is in the Organizer?

No, DIF import does not delete the excess in Organizer. You will need to delete the unwanted information manually.

Are there any pre-defined DIF and KAT Files that I may use?

Yes. Pre-defined DIF and KAT files are available for download. Once downloaded, populate the files with information and perform the import.

Is there a way to delete information from a previous DIF import?

Yes, but you will need to delete the information individually and manually. There is no way to delete multiple instances at one time.

Is there a way to create your own KAT file?

No, there is no way to create your own KAT file. Please use the pre-defined KAT files. For all other fields, please enter the data manually.

Is there a limit of how much you can import in the DIF file?

Yes, the DIF limit is 65,536 rows and 256 columns. Any additional lines will fail DIF import.

Import/Export/dif_faq_1.htm/TY2021

Last Modified: 08/09/2022

Last System Build: 10/18/2022