Header Records

1040 Header Record * 990, 1041, 1065, and 1120 Header Record

The Data Connection import/export file header record has the following characteristics and requirements:

The header record is the first record in the file and is mandatory.
The number of data fields in the header record is based upon the tax application:

Tax Application	Filename Extension	Number of Data Fields
990	.EX1	6
1040	.AX1	10
1041	.FX1	6
1065	.PX1	6
1120	.CX1	6

The header record of a Data Connection import file must contain the correct number of data fields. If a file does not contain the correct number of data fields, it will not be listed as an import candidate on the Data Connection Import screen when the user selects the folder that contains potential Data Connection import files.

Each data field in the header record, except the last data field, must be terminated by a comma. If a data field in a header record is blank, the delimiting comma must be present. A missing comma will result in an invalid number of data fields in the header record.

For all tax applications, the last data field in the header record is the Data Connection Replacement Flag. This controls the manner in which data is erased in the target tax return prior to the import being performed.

The Data Connection export program places the Replacement Flag value R in the header record of all export files for all tax application types.

If the Replacement Flag value in the header record of Data Connection import file is not one of the four acceptable values, the file will not be listed as an import candidate on the Data Connection Import screen when the user selects the folder containing potential Data Connection import files.

Import/Export/dc_specs_gst_9.htm/TY2021

Last Modified: 02/23/2021

Last System Build: 10/18/2022