Data Records

Form and Field Names

Form and field names in data records must conform exactly to the tax application Data Dictionary entries or the import of the operative data value will fail. A difference as minor as an extra space between key words in a form or field name will make the import of that specific data record fail.

Default Values

If there is not a positive integer value required for Copy number, Group number, and/or Subgroup number, use a zero (0) value. Do not leave these data fields blank.

Sequence of Data Records

The sequence of data records is not relevant to the importing process. As a consequence, the user can sort data records into any sequence the user finds meaningful. When an import is executed, the only requirements are that the header record is first, the header record has the correct number of fields, and the header record contains a valid Replacement Flag (M, R, U, or H codes).

VAR as Date Value

The code VAR (all upper case) can be used as a date value to represent the concept of various. Other text values such as VARIOUS, Var, Misc, and so forth cannot be substituted for date values. This rule is imposed by the tax applications.

NONE as a Real Number

The code NONE (all upper case) can be used for the data types Dollar, Edited, Fraction, and Percent to represent a zero value (0). No other text values can be substituted for these data types.

Data Source Code

The Data source code (O for Organizer, W for Workpapers, and T for Tax Forms) is always included in a Data Connection export file to indicate the source of the data record field value.

For Data Connection imports, this field is optional. Data Connection imports only into Organizer fields and does not import into Tax Form fields or Workpaper fields. If the codes are present in the Data Connection import file, the codes T or W are ignored. For code O records, the import decision is predicated upon the form name and field name combination in the data records.

Import/Export/dc_specs_gst_26.htm/TY2021

Last Modified: 02/23/2021

Last System Build: 10/18/2022