1120 Form 851 DIF/KAT Import: Instructions

Use these files to import information into Form 851 in the 1120 product when consolidating.

Steps to Import Files for Form 851, Parts II, III, and IV

Use the files contained in the zip file (851_2.KAT for Part II of Form 851, 851_3.KAT for Part III of Form 851, 851_4.KAT for Part IV of Form 851, and 851.XLS for Form 851) importing. To extract the files:

1. Double-click the zip file.
2. Select the files.
3. Click the Extract icon.
4. Navigate to the location where you want to save the files. The location appears in the Extract to field.
5. Click the Extract button.
6. Be sure to save the XLS file as a DIF file before you import.
7. In the spreadsheet application (Excel), open the File menu.
8. Select Save As.
9. Select DIF (Data Interchange Format) from the Save as type drop-down list.
10. The KAT template goes with the spreadsheet, so you cannot insert rows or columns into the spreadsheet.

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.

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/1120_851.htm/TY2021

Last Modified: 11/05/2020

Last System Build: 10/18/2022

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