1120 Ohio Cities Allocation and Apportionment 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.

Use the files contained in the ZIP file, 2021_1120_Ohio_Cities.DIF and 2021_1120_Ohio_Cities.KAT, to import Ohio City Allocation and Apportionment information into the Allocation & Apportionment > A&A Data Entry > Ohio Cities Data Entry screen. Once entered, this information will flow to each Ohio city included as part of the import process.

Using the DIF Template for Ohio Cities Allocation and Apportionment

Use the 2021_1120_Ohio_Cities.DIF template file to create a DIF source file in Excel (or any other spreadsheet software). Make a copy of the template DIF file, and save the file with a name identifiable with the related tax return. Once data entry into this source DIF file is complete, you must use DIF Import to exchange data.

  1. Ohio city codes are provided in the 2021_Ohio_City_Codes.XLS file included in the toolkit. Codes can be copied from this spreadsheet into the source DIF file to minimize manual code entry. Each code is unique to one Ohio city and its associated taxing authority (CCA, RITA, Cincinnati, Columbus, or Generic).
  2. Ohio city names are calculated in the software based on the city code. City names should not be overridden in the source DIF import file to a different city name from the name associated with its city code. City name overrides may change the city name displayed in Organizer but will not change the city return produced by the software.
  3. Ohio city taxing authority codes included as part of the city code listings in the 2021_Ohio_City_Codes.XLS file should not be copied into the source DIF file. The taxing authority code is computed automatically by the software but can be overridden if the taxing authority changes.
  4. Ohio city codes may be imported without A&A data. A&A data should be manually entered or copied into the source DIF file based on the column order found in the DIF file. The 2021_1120_Ohio_Cities.KAT template file has been built to match the column order of the template DIF file. Do not insert or delete rows or columns that change the column header section of the DIF file.
  5. Once data entry is complete, save the file as a DIF (Data Interchange Format) file. If using Excel, select File > Save As, and select DIF (Data Exchange Format) (*.DIF) from the Save As Type drop-down list.

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_oh_cities_aa.htm/TY2021

Last Modified: 11/05/2020

Last System Build: 10/18/2022

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