Activities

Master Group Activities * Standard Activities * Trapped Data

During import, data field values associated with activities can be directed by Data Connection to the correct member in the activity group. This capability gives rise to an important Data Connection import feature – the ability to update a data field value for a single activity in a group of activities without having to import all activity data.

Data Connection uses the Copy number field in data records to identify activities for import purposes.

There are two types of activities in a tax return database:

Master Group activity
Standard activity (not Master Group).

The primary difference between Master Group and standard activities is the manner in which the Copy number value is established during export. This determines the manner in which the Copy number value must be established for imports.

Import/Export/dc_specs_gst_15.htm/TY2021

Last Modified: 02/23/2021

Last System Build: 10/18/2022