990, 1041, 1065, and 1120 Header Record

The header records for 990, 1041, 1065, and 1120 Data Connection import and export files have the identical structure and the same six data fields. The following is an example of an 1120 header record:

PD2165,"State Electric Utilities, Inc","","72-9876543","","U"

Data fields are explained in the following table:

Field Number	Contents	Explanation
1	Tax return locator code	6-character alphanumeric code used to identify a tax return
2	Taxpayer entity name line 1	Taxpayer entity name line 1, maximum 45 characters
3	Taxpayer entity name line 2	Taxpayer entity name line 2, maximum 45 characters
4	Client code	Optional alphanumeric code used to categorize tax return, maximum 20 characters
5	File source	System-generated code identifying the source of the export file; optional for import files, maximum 9 characters
6	Replacement Flag	Mandatory; must be one of four valid values*, maximum 1 character

* See Rules and Conventions.

Field number 1 will always be populated in a Data Connection export file but is optional in an import file. If the field is populated in an import file, the specified tax return locator is updated. If it is not populated, a new tax return database for the specified tax return type is created.

Field number 5 is not used by Data Connection and is not imported into the target tax return database. The field is informational only.

Import/Export/dc_specs_gst_11.htm/TY2021

Last Modified: 02/23/2021

Last System Build: 10/18/2022