Build Reports
The Data Connection Build Report, formerly known as the Tax Application Workbook (TAW), was developed as the primary form and field name reference for use by customers’ programmers charged with developing customers’ proprietary income tax Organizers that use Data Connection as the Organizers’ import and export facility.
The Build reports are as follows:
| Tax Application |
Map File Report Name |
|---|---|
| 1040 | 2021 1040 Data Connection MM-DD-YYYY.xls |
| 1041 | 2021 1041 Data Connection MM-DD-YYYY.xls |
| 1065 | 2021 1065 Data Connection MM-DD-YYYY.xls |
| 1120 | 2021 1120 Data Connection MM-DD-YYYY.xls |
| 990 | 2021 990 Data Connection MM-DD-YYYY.xls |
The MM-DD-YYYY designation in the Build report filename represents the release date of the tax application MAP files documented by the corresponding Build report workbook.
Each workbook contains the worksheets listed below:
- Org_Data_Dictionary This worksheet lists Organizer form and field names in the subject tax application enabled for Data Connection. It includes pertinent information for the data fields such as EOrgXREF name, field data type, field length, and so forth.
To determine if a tax return Organizer data field is enabled for Data Connection, find the EOrgXREF name of the subject data field, then search the tax application Org Data Dictionary for said value. If the value is not included in the Org Data Dictionary, the subject data field is not enabled for Data Connection import and export. - Txf_Data_Dictionary This worksheet lists all form and field name combinations of fields on Tax Forms that will export. Tax Form fields do not import.
- Wkp_Data_Dictionary This worksheet lists all form and field name combinations of fields on Workpapers that will export. Generally, workpapers are not enabled for Data Connection export.
The table below lists and explains the column contents on the Data Dictionary worksheets.
| Column | Column Title | Column Contents |
|---|---|---|
| A | Form name | Form name used in data records |
| B | Field name | Field name used in data records |
| C | Copy | Copy indicator; YES means data record requires a non-zero value for Copy number |
| D | Group | Group indicator; YES means data record requires a non-zero value for Group number |
| E | Subgroup | Subgroup indicator; YES means data record requires a non-zero value for Subgroup number |
| F | EOrgXREF | EOrgXREF name represented by form and field name combination |
| G | Length |
Maximum length allowed (in characters) for the subject data field |
| H | Data Type | Data type of subject data field* |
| I | Precision | Number of digits allowed to the right of the decimal point for data fields that are Fraction data type |
| J | Required | YES means that data field is a required data field for the subject form name |
| K |
Juris |
F=Federal; S=State Jurisdiction type |
| L | Description | Text provided by tax application developer to describe the subject data field |
* See Data Dictionary Data Type Codes.
Data fields are defined by the form and field name combination (column A value in combination with the column B value). During an import, the data dictionary is searched for the subject form and field name combination. If the combination is found in the data dictionary, the corresponding area, screen, and field coordinate in the tax return database is changed to the field value in the import data record.
Required_Fields Required_Fields lists the required data fields, if any, for all form names in the subject tax application. The significance of required field is as follows:
- When a data field is imported that is associated with an activity or group that is not present in the tax return database, the required field for the subject form name must also be imported to avoid trapped data (see Trapped Data).
- When a data field is imported that is associated with an activity or group that exists in the tax return database, the required field for the subject form does not have to be included in the import file.
The Required_Fields worksheet contains the same information in the same format as the Data Dictionary worksheet. However, only the data fields defined as required fields for form names are listed in the worksheet. A required field has the value YES in column J on the Data Dictionary worksheet.
Master_Group_Forms This worksheet lists all Master Group forms that are in the product. Master group activities are different types of income and have common fields. The form name determines which type of activity to associate the common field data.
Child_Forms This worksheet lists all Child forms that are in the product. Child forms are activities with common fields that can be associated with different tax forms.
Field Collections Each Field Collection ID number has a group of related fields. The column Field_Required contains the values True or False. True in the Field Required column indicate that, if any of the fields in the collection have data, then all of the fields must have data. False indicates that not all fields in the collection are required.
Field_Collection_Field_Rules Each Field Collection Rule ID number has two fields that are mutually exclusive.
Field_Collection_Group_Rules Each Field Collection Rule ID number has two groups of fields that can have data in only one. For example, if some parts of a US address are populated, then no part of the corresponding foreign address should be filled.
Discontinued_Forms This worksheet lists forms included in the prior version Org_Data_Dictionary that are no longer included in the current version Org_Data_Dictionary worksheet.
| Column | Column Title | Column Contents |
|---|---|---|
| A | PV_Form_Name |
Form name included in prior version Data Dictionary not in current period |
Discontinued_Form_Fields This worksheet lists form, field, and EOrgXref combination of the all discontinued fields that were included in the prior version Org_Data_Dictionary that are no longer included in the current version Org_Data_Dictionary worksheet regardless of whether the form name has been discontinued or is still active.
Discontinued_Fields This worksheet lists form, field, and EOrgXREF combinations of whose form name is still active and that were included in the prior version (PV) Org_Data_Dictionary that are no longer included in the current version (CV) Org_Data_Dictionary worksheet.
Field_Changes This worksheet lists form, field, and EOrgXREF combinations for which the field name changed for the current version. The previous version field name must be updated to the current version field name or the data will fail to import.
| Column | Column Title | Column Contents |
|---|---|---|
| A | CV_Form_Name |
Form name included in current version Data Dictionary; same value as column D |
| B | CV_Field_Name | Field name associated with form and EOrgXREF name combination; value is not the same as the field name value in column E |
| C | CV_EOrgXREF | Tax application EOrgXREF name associated with form name in column A; same value as column F |
| D | PV_Form_Name |
Form name included in prior version data Dictionary; same value as column A |
| E | PV_Field_Name | Field name associated with form and EOrgXREF name combination; value is not the same as the field name value in column B |
| F | PV_EOrgXREF | Tax application EOrgXREF name associated with form name in column D; same value as column C |
Data_Changes This worksheet lists form, field, and EOrgXREF combinations for which the attributes of the field has changed in the current version. The data must conform to the current version data type, data length and data precision or the data may fail to import correctly.
New_Form_Names This worksheet lists new form names in the current version Org_Data_Dictionary. These form names were not included in the prior version Org_Data_Dictionary.
| Column | Column Title | Column Contents |
|---|---|---|
| A | CV_Form_Name |
Form name included in current version Data Dictionary not in prior period |
New_Form_Fields This worksheet lists the form, field and EOrgXREF combinations of the field included on the forms listed in the New_Form_Names worksheet.
| Column | Column Title | Column Contents |
|---|---|---|
| A | CV_Form_Name |
Form name from New_Form_Names worksheet |
| B | CV_Field_Name | Form field name associated with column A form name |
| C | CV_EOrgXREF | Tax application EOrgXREF name associated with form and field name combination |
New_EOrgXREF_Names This worksheet lists the changed EOrgXREF for form and field combinations included in both the prior version Org_Data_Dictionary and the current version Org_Data_Dictionary.
| Column | Column Title | Column Contents |
|---|---|---|
| A | CV_Form_Name |
Form name included on both prior and current Data Dictionary |
| B | CV_Field_Name | Form field name associated with column A form name and column C EOrgXREF name |
| C | CV_EOrgXREF | Tax application EOrgXREF name associated with form name in current version but not prior version |
Formatted_Fields This worksheet lists the required format for fields that require data with dashes such as SSN, phone numbers, or ID numbers.
String_Values This worksheet lists in the String_Value column, the values to be used to import into drop-down lists. The screen type (O=Organizer, W=Workpaper, T=Tax form), form, field, and string text description of the field is also listed.
Discontinued _String_Values This worksheet lists in the String_Value column, the values that are no longer valid for import into the associated drop-down lists. The screen type (O=Organizer, W=Workpaper, T=Tax form), form, field, and string text description of the field is also listed.
| Column | Column Title | Column Contents |
|---|---|---|
| A | PV_Form_Name |
Form name segment of 3-part key in prior version Data Dictionary but not in current version |
| B | PV_Field_Name | Field name segment of 3-part key in prior version Data Dictionary but not in current version |
| C | PV_EOrgXREF | EOrgXREF name segment of 3-part key in prior version Data Dictionary but not in current version |
New_String_Values This worksheet lists the values for new drop-down lists that have been added in the current version. The screen type (O=Organizer, W=Workpaper, T=Tax form), form, field, and string text description of the field is also listed.
Changed_String_Values This worksheet lists in the String_Value column, changed values for import into the associated drop-down lists which are in the prior version and the current version. The screen type (O=Organizer, W=Workpaper, T=Tax form), form, field, and string text description of the field is also listed.
Org_Navigation This worksheet lists the navigation in the return for enabled Organizer fields.
Txf_Navigation This worksheet lists the navigation in the return for enabled Tax Form fields.
Wkp_Navigation This worksheet lists the navigation in the return for enabled Workpaper fields.
Import/Export/dc_specs_gst_28.htm/TY2021
Last Modified: 02/23/2021
Last System Build: 10/18/2022
©2021-2022 Thomson Reuters/Tax & Accounting.
