Data Records

Data Connection import/export data records have the following characteristics and requirements:

Data records follow the Data Connection file header record. There can be any number of data records in a Data Connection import or export file.
Data records have six mandatory data fields and one optional data field.
Export file data records will always include the seventh and last data record field, the data source code (O for Organizer, T for Tax Forms, and W for Workpapers). The data source code is optional for import files as follows:
- If data source codes are included in import file data records, only those records labeled O are imported. Records labeled otherwise are ignored.
- If data source codes are excluded from import file data records, all records are considered import candidates, but only those records that include valid form and field name combinations are imported. Import file data records that include invalid form and field name combinations are ignored.
Copy numbers, group numbers, and subgroup numbers in data records cannot be blank. The value must be zero (0) or greater. If one or more of the indices are not used as part of the data field identification, the unused indices must be zero (0).
Each data field in the data record, except the last data field, must be terminated by a comma. If a data field in a data record is blank, the delimiting comma must be present. A missing comma will result in an invalid number of data fields in the data record. Depending upon which of the data record fields is deemed to be missing, the data record may be ignored by the import process.
Each data record contains a form and field name combination that defines the data field in the tax return database that is the target of a Data Connection import. For exports, the form and field name combination defines the data field in the tax return database that is the source data field for the exported value.
Every data record must be terminated by a carriage-return/line feed pair. If the last record in an import file is not so terminated, the data field value in the last data record will not be imported.

Import/Export/dc_specs_gst_12.htm/TY2021

Last Modified: 02/23/2021

Last System Build: 10/18/2022