Return XML: Deleting Data

When an import job is queued, several operations begin:

The import file is analyzed for validity.
The DocumentIDs are noted in the import file, and associated DocumentIDs in the tax return will have all data deleted prior to import.
The import occurs.
A full recompute is performed.

Post import, there will be one DocumentID for items that were deleted. For example, if you started with three W-2s at rollover of the return but only imported one, one W-2 will display. If you wish three 1099s to be entirely deleted, you will still have to have one in the import file to tell the program to delete 1099s. The one that remains post import will have to be manually removed from the return if necessary.

The same rules that apply to DocumentIDs apply to Section1, 2, or 3. If there are Section1 group items that are needing to be deleted, then one will still have to be entered. An example is Dependents again. If there are three dependents and there are now going to be two after import, then enter both dependents for Section1. The program will delete all three and then import the two new ones.

There are complex rules to be aware of when importing data onto a seemingly simple DocumentID.

A simple DocumentID is associated with just one form.
A complex DocumentID is associated with more than one form. One example of a complex DocumentID is Profile. Within the Profile DocumentID, there are form names for Bank Information, Dependents, and General Information among others, found in the Form Name column. If an import file contains items in the Profile > General Information form name, items in the Profile > General Information form name will be deleted. Other items in the tax return for Profile > Bank Information and Profile > Dependents will not be deleted prior to import.

Import/Export/rxml_online_15.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022