Importing and Exporting

By Tax Application

Data Connection is enabled for tax applications 1040, 1041, 1065, 1120, and 990 import and export.

Data Connection is not enabled for tax applications 706, 709, and 5500.

By Data Source

Data resides in three source areas in a tax return:

Organizer That section of the tax return into which the user can enter data

Tax Forms That section of the tax return in which facsimile images of the tax return forms can be viewed

Workpapers That section of the tax return represented by yellow workpaper screens upon which intermediate computations are performed by the tax application to modify Organizer data as needed or tax form presentation

The following table shows the import and export capabilities associated with the data sources:

Data Source	Import	Export
Organizer	Yes	Yes
Tax Forms	No	Yes
Workpapers	No	Yes

Import/Export/dc_specs_gst_4.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022