Direct K-1: Terms and Definitions

ORG_DATA_DICTIONARY This worksheet list all of the fields enabled for Direct K-1 import and export. It includes pertinent information such as form name, field name, EOrgXREF name and the correct format of data, such as field data type, field length, data copy, data group, and so forth.

TXF_DATA_DICTIONARY N/A

WKP_DATA_DICTIONARY N/A

REQUIRED_FIELDS This worksheet lists all form and field combinations that are required to be in an import file if the subject activity member or group member is to be created. Required fields do not need to be included in the import file if the import simply changes one or more fields in an existing activity or group member.

DISCONTINUED_FORMS This worksheet lists forms included in the prior version (PV) Org_Data_Dictionary that are no longer included in the current version (CV) Org_Data_Dictionary worksheet.

DISCONTINUED_FORM_FIELDS This worksheet lists form, field, and EOrgXREF combinations of the all discontinued fields that were included in the prior version (PV) Org_Data_Dictionary that are no longer included in the current version (CV) Org_Data_Dictionary worksheet regardless of whether the form name has been discontinued or is still active.

DISCONTINUED_FIELDS This worksheet lists form, field, and EOrgXREF combinations of whose form name is still active and that were included in the prior version (PV) Org_Data_Dictionary that are no longer included in the current version (CV) Org_Data_Dictionary worksheet.

FIELD_CHANGES This worksheet lists form, field, and EOrgXREF combinations for which the field name changed for the current version (CV). The previous version (PV) field name must be updated to the current version (CV) field name or the data will fail to import.

DATA_CHANGES This worksheet lists form, field, and EOrgXREF combinations for which the attributes of the field has changed in the current version (CV). The data must conform to the current version (CV) data type, data length and data precision or the data may fail to import correctly.

NEW_FORM_NAMES This worksheet lists new form names in the current version (CV) Org_Data_Dictionary. These form names were not included in the prior version (PV) Org_Data_Dictionary.

NEW_FORM_FIELDS This worksheet lists the form, field and EOrgXREF combinations of the field included on the forms listed in the NEW_FORM_NAMES worksheet.

NEW_EORGXREF_ NAMES This worksheet lists the changed EOrgXREF for form and field combinations included in both the prior version (PV) Org_Data_Dictionary and the current version (CV) Org_Data_Dictionary.

STRING_VALUES This worksheet lists in the String_Value column, the values to be used to import into drop-down lists. The screen type (O=Organizer, T=Tax form, W=Workpaper), form, field and string text description of the field is also listed.

DISCONTINUED_STRING_VALUES This worksheet lists in the String_Value column, the values that are no longer valid for import into the associated drop-down lists. The screen type (O=Organizer, T=Tax form, W=Workpaper), form, field, and string text description of the field are also listed.

NEW_STRING_VALUES This worksheet lists the values for new drop-down lists that have been added in the current version (CV). The screen type (O=Organizer, T=Tax form, W=Workpaper), form, field, and string text description of the field are also listed.

CHANGED_STRING_VALUES This worksheet lists in the String_Value column, changed values for import into the associated drop-down lists which are in the prior version (PV) and the current version (CV). The screen type (O=Organizer, T=Tax form, W=Workpaper), form, field, and string text description of the field are also listed.

Import/Export/dk1_4.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022