Schedule M-3 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.

Mixed Group Templates

M-3 import templates are provided for the 2021 Schedule M-3 Parts I, II, and III of the Mixed Group return. Schedule M-3 detail may be tabulated on a spreadsheet, saved as a DIF file, and transferred into the return (for Forms 1120, 1120L, and 1120PC).

Each DIF file has to be used with its respective KAT file. The KAT file goes with the spreadsheet, so you cannot insert nor delete rows or columns in the DIF file.

TopCon M-3 Part I format (Mixed Group)

  1. Topcon (Top consolidation) only.
  2. Columns A through BB are Part I single and group field items.
  3. Columns BD through BE are Total Assets and Total Liabilities.

1120L M-3 Parts II & III format (Member Company)

  1. Column A is Part II description.
  2. Columns B through D are Part II single field items.
  3. Columns E through CK are Part II group field items.
  4. Column CL is Part III description.
  5. Columns CM through CO are Part III single field items.
  6. Columns CP through DK are Part III group field items.

1120PC M-3 Parts II & III format (Member Company)

  1. Column A is Part II description.
  2. Columns B through D are Part II single field items.
  3. Columns E through CQ are Part II group field items.
  4. Column CR is Part III description.
  5. Columns CS through CU are Part III single field items.
  6. Columns CV through DW are Part III group field items.

Detaching and Saving the Templates

  1. Right-click the zip file, and select Save Target As.
  2. Detach into a designated folder on your hard drive.
  3. Expand the zip files:
    • M3TOPCONPT1.DIF, M3TOPCONPT1.KAT.
    • M3Life.DIF, M3Life.KAT
    • M3PC.DIF, M3PC.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/1120_M3_dif.htm/TY2021

Last Modified: 11/05/2020

Last System Build: 10/18/2022

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