1065 Allocation and Apportionment Organizer/Override DIF/KAT Import: Instructions

Click here to download a PDF copy of this guide.

Click here for the link to the ZIP file with DIF/Kat Files.

Templates are provided for use in importing and exporting from A&A Data Entry for the 2021 year. A&A factor detail may be tabulated on the spreadsheet, saved as a DIF file, and transferred to A&A Data Entry. Also, detail in Data Entry may be exported to a DIF spreadsheet file.

Be sure to save the *.xls file as a DIF file before you import, as follows: In the spreadsheet application, select File > Save As > DIF (Data Interchange Format).

The KAT template goes with the spreadsheet, so you cannot insert rows or columns to the spreadsheet.

Detaching and Saving the Templates

  1. Right-click the zip file, and select Save Target As.
  2. Extract files into a designated folder on your hard drive.
  3. Expand the zip file into its components: 1065_AAOO2015.DIF and 1065_AAOO2015.KAT.

Importing the Data into the Tax Application

Use the Import DIF dialog box to import the data in the source file into the tax application.

Please confirm that the .DIF/.KAT file selected is the correct return type for your import.

  1. Standardize your spreadsheet format (layout) so that it can be used for other clients.
  2. Save a version of the spreadsheet as a DIF (Data Interchange Format) file.
  3. On the top menu, click Tools > Import. The Import DIF dialog box appears.
  4. In the DIF Import File section, click Browse for File to locate the source DIF file.
  5. In the DIF Template File section, click Browse for File to locate the .KAT file. All DIF template files must have a .KAT extension.
  6. Click Import.

 

 

 

Import/Export/1065_aa_import.htm/TY2021

Last Modified: 11/05/2020

Last System Build: 10/18/2022

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