Filename Limitations and Requirements
These limitations and requirements apply to Data Connection import and export filenames:
- The filename for a Data Connection import file is limited to 30 characters, including the 4-character filename extension. The filename can include spaces but cannot include special characters prohibited by the Microsoft DOS 8.3 file naming conventions.
If the filename of a Data Connection import file exceeds 30 characters in length, the import file is not uploaded from the user’s workstation to the batch servers and cannot be imported into a tax return. - The filename for a Data Connection export file is fabricated by the Data Connection export program. The filename root is identical to the eight-character filename root of the tax return locator being exported.
- The filename extension for a Data Connection import or export file is determined by the tax application and tax year of the source/target tax return locator. Mandatory filename extensions for Data Connection files are listed in the following table:
| Tax Application | Tax Application Code |
Tax Year Filename Extension |
|---|---|---|
| 990 | E | .EX1 |
| 1040 | A | .AX1 |
| 1041 | F | .FX1 |
| 1065 | P | .PX1 |
| 1120 | C | .CX1 |
When creating a Data Connection import file from a Microsoft Excel workbook, the user saves the subject worksheet as a CSV file (comma separated values), then must manually change the filename extension from that used by Excel (.csv) to that required by Data Connection (.PX1, .CX1, etc.).
Import/Export/dc_specs_gst_6.htm/TY2021
Last Modified: 02/23/2021
Last System Build: 10/18/2022
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