Data Import Templates

The following import templates are based fully in Excel, as listed below:

	1040	1041	1065	1120
Asset Template	P	P	P	P
Brokerage Statement	P
Capital Gain Template	P	P	P	P
Charitable Contributions	P
Crypto Gain	P
K1 Template	P	P
PFIC Template	P
Rental			ü
Schedule C	P
Schedule E	P

Each template is set up similarly, with multiple tabs that are similar in nature, but each template has a different purpose. The first tab for each template is the TR_Setup tab. This tab includes required information and an Audit Data button.

Sections in This Guide

• Performing an Import/Export
  • Data Import Template: Performing an Import
  • Data Import Template: Checking the Import Batch Status
  • Data Import Template: Performing an Export
  • Data Import Template: Checking the Export Batch Status
• Data Import Template: How the Audit Button Works
• Data Import Template: Asset Template
• Data Import Templates: Capital Gain Template
• Data Import Template: 1040 Brokerage Statement Template
• Data Import Template: 1040 Charitable Contribution Template
• Data Import Template: 1040 Crypto Gain Template
• Data Import Template: 1040 K-1 Template
• Data Import Template: 1040 PFIC Template
• Data Import Template: 1065 Rental Template
• Data Import Template: 1040 Schedule C and E Templates
• Data Import Template: 1041 K-1 Template
• Data Import Template: Deleting Data on Import
  • How Data is Deleted on Import
    • Asset Template
    • Capital Gain, Charitable Contribution, Crypto Gain Templates
    • Activity Type Templates
    • PFIC Template
  • Example

    • Asset Template Example

• Changes for the 2021 Tax Year
• Data Import Template: FAQs
• Data Import Templates: Known Issues

 

 

 

Import/Export/data_import_template_online_1.htm/TY2021

Last Modified: 11/08/2021

Last System Build: 10/18/2022

©2021-2022 Thomson Reuters/Tax & Accounting.