Data Levels and Indices

The level and data type (group or non group) of a data field as shown on the properties reference have the following meanings for tax application development:

Level Hierarchical level of data as assigned by the tax application developer. This is often used to indicate a superior-subordinate relationship between different data structures. Levels are shown as 0, 1, 2, and so forth on the properties reference for a data field.
Non Group Data field defined by the developer as non group – field number is less than 128 on the properties reference.
Group Data field is defined by the developer as group data – field number is greater than 127 on the properties reference.

There are eight permutations of Copy number, Group number, and Subgroup number in Data Connection based upon the data field level and type as defined by the properties of the data field. The permutations are shown in the table below:

Level	Type	Copy Number	Group Number	Subgroup Number
0	Non Group	0	0	0
0	Group	0	+ Integer	0
1	Non Group	+ Integer	0	0
1	Group	+ Integer	+ Integer	0
2	Non Group	+ Integer	+ Integer	0
2	Group	+ Integer	+ Integer	+ Integer
3	Non Group	+ Integer	+ Integer	+ Integer
3	Group	N/A	N/A	N/A

Data Connection can import and export data fields from level 0, non group through level 3, non group inclusive. Level 3, group data and subordinate structures cannot be imported or exported by Data Connection.

The table shows that level 0 non group data does not use Data Connection indices. An example of level 0 non group data is shown below. The zero values for the three indices are required and mean that the indices are not used.

"GENERAL OPTIONS","0","0","0","PREPARER CITY","Dallas","O"

Level 0 group data uses the Group number index only. An example of level 0 group data is an appointee group. Each appointee is identified by a non-zero value for Group number, and all data fields associated with each appointee use the same index as shown in the following Data Connection data records:

"APPOINTEE INFO","0","1","0","NAME","Tommy Smith",O

"APPOINTEE INFO","0","1","0","ADDRESS 1","1234 W Summit",O

"APPOINTEE INFO","0","1","0","PHONE","555-123-4567",O

"APPOINTEE INFO","0","1","0","FAX","601-597-5462",O

"APPOINTEE INFO","0","2","0","NAME","Diana Brown",O

"APPOINTEE INFO","0","2","0","ADDRESS 1","7549 S Main St",O

"APPOINTEE INFO","0","2","0","PHONE","874-555-1547",O

"APPOINTEE INFO","0","2","0","FAX","434-366-5555",O

Import/Export/dc_specs_gst_14.htm/TY2021

Last Modified: 02/23/2021

Last System Build: 10/18/2022