Appendix 1: Available Import Targets
A worksheet previously mapped with a 1120 tax return target, such as Form 4562 (Schedule D - Overrides) cannot be used for a 1065 tax return target (or conversely, a 1065 tax return target cannot be used for an 1120 return). You cannot change the 1120 identifiers data to that of a 1065 locator, and successfully import to fields in the 1065 locator. A new 1065 tax return target must be defined and mapped.
1040 Tax Return: Individual/Federal
| Import Target | Years Available | Import Path |
|---|---|---|
| Foreign Financial Assets | 2018, 2019, 2020, 2021 | Foreign Information > Foreign Financial Assets > General Information |
1065 Tax Return: Partnership/Federal
* XXX is the name of the activity or entity and is not generated by the import.
** XXX is the activity or entity name specified by the import/user.
*** You can import Organizer data for all screens within the Tax Jurisdiction and Constituent Info folder except for the “Identification number type description” (in the Additional Identification Numbers folder).
| Import Target | Years Available | Import Path |
|---|---|---|
| Capital Gains and Losses | 2018, 2019, 2020, 2021 | Gains and Losses > Capital Gains and Losses > Gains Distributions, Stocks, and Bonds |
| Form 114 | 2018, 2019, 2020, 2021 | Foreign Information > Foreign Bank Account > FinCen |
| Form 4562 | 2018, 2019, 2020, 2021 | * Ordinary Income and Deductions > Depreciation and Amortization > xxx > 4562 Information > 4562 Overrides |
| Form 4562 Farm Activity | 2018, 2019, 2020, 2021 | * Activity Information > Farm > xxx > Depreciation and Amortization > 4562 Information > 4562 Overrides |
| Form 4562 Multiple Trade or Business Activity |
2018, 2019, 2020, 2021 | ** Activity Information > Multiple Trade or Business > xxx > Depreciation and Amortization > 4562 Information > 4562 Overrides |
| Form 4562 Other Rental Activity | 2018, 2019, 2020, 2021 | ** Activity Information > Other Rental > xxx > Depreciation and Amortization > 4562 Information > 4562 Overrides |
| Form 4562 Pass Through Activity | 2018, 2019, 2020, 2021 | ** Activity Information > Pass Through Entity > xxx > Depreciation and Amortization > 4562 Information > 4562 Overrides |
| Form 4562 Rental Activity | 2018, 2019, 2020, 2021 | ** Activity Information > Rental Real Estate > xxx > Depreciation and Amortization > 4562 Information > 4562 Overrides |
| Form 4797 Overrides | 2018, 2019, 2020, 2021 | Gains and Losses > Summary Overrides |
| Form 5471, Schedule A | 2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule A |
| Form 5471, Schedule B | 2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule B |
| Form 5471, Schedule M | 2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule M |
| Form 5471, Schedule O, Part I |
2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule O > Schedule O, Part I |
| Form 5471, Schedule O, Part II, Section A |
2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule O > Schedule O, Part IIA |
| Form 5471, Schedule O, Part II, Section B |
2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule O > Schedule O, Part IIB |
| Form 5471, Schedule O, Part II, Section C |
2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule O > Schedule O, Part IIC |
| Form 5471, Schedule O, Part II, Section D |
2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule O > Schedule O, Part IID |
| Form 5471, Schedule O, Part II, Section E |
2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule O > Schedule O, Part IIE |
| Form 5471, Schedule O, Part II, Section F |
2018, 2019, 2020, 2021 | Foreign Information > Foreign Corporation > Foreign Corporate Name > Schedule O > Schedule O, Part IIF |
| Form 5884 | 2018, 2019, 2020, 2021 | Credits > Work Opportunity Credit |
| Form 8621 | 2018, 2019, 2020, 2021 | Foreign Information > PFIC or QEF |
| Form 8975 Part II | 2018, 2019, 2020, 2021 | Foreign Information > Country-by-Country Reporting > Country-by-Country Report |
| Form 8975, Schedule A, Parts I, II, III |
2018, 2019, 2020, 2021 |
*** Informational Foreign Information > |
| Partner Information | 2018, 2019, 2020, 2021 | Partner Information > Partner by Partner Data > Partner Name (Partner Information tab) |
| Sales of Bus Prop and Gains and Losses with Section 179 Exp |
2018, 2019, 2020, 2021 | Gains and Losses > Sales of Business Property > Property Descriptions |
| Schedule B | 2018, 2019, 2020, 2021 | General Information > Basic Return Data > Other Information tab |
| Schedule D Overrides | 2018, 2019, 2020, 2021 | Gains and Losses > Summary Overrides |
| Schedule K | 2018, 2019, 2020, 2021 | Sch K > we import in to each of the various screens under Sch K folder |
| Schedule M-2 | 2018, 2019, 2020, 2021 | Balance Sheet and Reconciliation > Sch M-2 |
| Schedule M-3, Part I | 2018, 2019, 2020, 2021 | Balance Sheet and Reconciliation > Sch C, Sch M-3 and Form 8916-A > Sch C, Sch M-3 and Form 8916-A > Sch M-3, Part I tab |
| Trial Balance | 2018, 2019, 2020, 2021 | Access > Trial Balance |
1065 Tax Return: Partnership/State
| Import Target | Years Available | Import Path |
|---|---|---|
| Schedule K Overrides | 2018, 2019, 2020, 2021 | States > Common State > State Schedule K |
1120-H Tax Return: Corporate Federal
| Import Target | Years Available | Import Path |
|---|---|---|
| Other Info - Homeowners Associations |
2018, 2019, 2020, 2021 | Income and Deductions > Other Info - Homeowners Associations |
1120 Tax Return: Corporate/Federal
* XXX is the Foreign Corporation Name specified by the import/user.
** XXX is the Foreign Disregarded Entity Name specified by the import/user.
*** XXX is the Foreign Partnership Name specified by the import/user.
**** All screens within this folder except for the “Identification number type description” detail in the Additional Identification Numbers folder.
| Import Target | Years Available | Import Path |
|---|---|---|
|
Disposition Detail (Forms 4797, 4684, and 6252) |
2018, 2019, 2020, 2021 |
Gains and Losses > Disposition of Property > Disposition Detail |
| Form 114 | 2018, 2019, 2020, 2021 | Informational Forms > Foreign Bank Account > FinCen |
| Form 4562 | 2018, 2019, 2020, 2021 |
Income and Deductions > Deductions > Depreciation and Amortization > General Depreciation and Amortization > Form 4562 Information > 4562 Overrides > State - Adopts Expanded 179 |
| Form 4797 Overrides | 2018, 2019, 2020, 2021 |
Gains and Losses > Compute and Print Options > Summary Overrides |
| Form 5471, Schedule A | 2018, 2019, 2020, 2021 | *
Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule A |
| Form 5471, Schedule B | 2018, 2019, 2020, 2021 | *
Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule B |
| Form 5471, Schedule C | 2018, 2019, 2020, 2021 |
* Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule C |
| Form 5471, Schedule F | 2018, 2019, 2020, 2021 |
* Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule F |
| Form 5471, Schedule M | 2018, 2019, 2020, 2021 |
* Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule M |
| Form 5471, Schedule O, Part I | 2018, 2019, 2020, 2021 |
* Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule O > Schedule O, Part I |
| Form 5471, Schedule O, Part II Section A | 2018, 2019, 2020, 2021 | *
Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule O > Schedule O, Part II, Section A |
| Form 5471, Schedule O, Part II Section B | 2018, 2019, 2020, 2021 |
* Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule O > Schedule O, Part II, Section B |
| Form 5471, Schedule O, Part II Section C | 2018, 2019, 2020, 2021 | *
Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule O > Schedule O, Part II, Section C |
| Form 5471, Schedule O, Part II Section D | 2018, 2019, 2020, 2021 |
* Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule O > Schedule O, Part II, Section D |
| Form 5471, Schedule O, Part II Section E | 2018, 2019, 2020, 2021 |
* Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule O > Schedule O, Part II, Section E |
| Form 5471, Schedule O, Part II Section F | 2018, 2019, 2020, 2021 |
* Foreign Information > Foreign Corporation > Foreign Corporation > xxx > Schedule O > Schedule O, Part II, Section F |
| Form 5472 | 2018, 2019, 2020, 2021 |
* Foreign Information > 25% Foreign Owned Corporation > xxx > Mandatory Entry – Related Party and Foreign Information > 25% Foreign Owned Corporation > xxx > Monetary Transactions |
| Form 5713 | 2018, 2019, 2020, 2021 |
Foreign Information > International Boycott Report > International Boycott Report Information |
| Form 5884 | 2018, 2019, 2020, 2021 | Credits > Work Opportunity Credit |
| Form 6765 | 2018, 2019, 2020, 2021 |
Credits > Credit for Increasing Research > Credit for Increasing Research |
| Form 7004 | 2018, 2019, 2020, 2021 |
Payments and Extension > Automatic Extensions > 7004 Basic Data > and the two group screens Subsidiary No Transfer and Inactive Subsidiaries |
| Form 8082 | 2018, 2019, 2020, 2021 |
Information Forms > Inconsistent Treatment > General Information |
| Form 851 | 2018, 2019, 2020, 2021 | Informational Forms > Affiliation Schedule > 851 |
| Form 851 Multitiered Consolidations | 2018, 2019, 2020, 2021 |
Informational Forms > Affiliation Schedule > Multi-tiered Consolidations |
| Form 851, Part II Voting Stock Information | 2018, 2019, 2020, 2021 |
Informational Forms > Affiliation Schedule > Part II Enter on the sub (Multi-tier) |
| Form 8594 | 2018, 2019, 2020, 2021 | Informational Forms > Asset Acquisition |
| Form 8621 | 2018, 2019, 2020, 2021 | Foreign Information > PFIC and QEF |
| Form 8824 | 2018, 2019, 2020, 2021 | Gains and Losses > Like - Kind Exchanges |
| Form 8858 Books and Records | 2018, 2019, 2020, 2021 | **
Foreign Information > Foreign Disregarded Entity > Foreign Disregarded Entity > xxx > Books and Records |
| Form 8858 Direct Owner of FDE | 2018, 2019, 2020, 2021 |
** Foreign Information > Foreign Disregarded Entity > Foreign Disregarded Entity > xxx > Direct Owner of FDE |
| Form 8858 Filer Information | 2018, 2019, 2020, 2021 |
** Foreign Information > Foreign Disregarded Entity > Foreign Disregarded Entity > xxx > Filer Information |
| Form 8858 General Information | 2018, 2019, 2020, 2021 | **
Foreign Information > Foreign Disregarded Entity > Foreign Disregarded Entity > xxx > General Information (General Information, Branch, or Agent in the US, and Tax Owner of FDE Tabs) |
| Form 8858 Organization Chart | 2018, 2019, 2020, 2021 | **
Foreign Information > Foreign Disregarded Entity > Foreign Disregarded Entity > xxx > Organization Chart |
| Form 8858, Schedule M | 2018, 2019, 2020, 2021 |
** Foreign Information > Foreign Disregarded Entity > xxx > Schedule M |
| Form 8865, Schedule N | 2018, 2019, 2020, 2021 |
*** Foreign Information > Foreign Partnership > xxx > Foreign Partnership Information > Foreign Partnership Transactions |
| Form 8865, Schedules A, A-1, and A-2 | 2018, 2019, 2020, 2021 |
*** Foreign Information > Foreign Partnership > xxx > Foreign Partnership Information > Constructive Ownership of PtrshipInt, Certain Partners of Foreign Partnership, and Affiliation Schedule |
| Form 8883 | 2018, 2019, 2020, 2021 | Information Forms > Asset Allocation Statement |
| Form 8903 | 2018, 2019, 2020, 2021 |
Income and Deductions > Deductions > Domestic Production Activities Ded |
| Form 8975, Part II | 2018, 2019, 2020, 2021 |
Foreign Information > Country-by-Country Reporting > Country-by-Country Report |
| Form 8975, Schedule A Parts I, II, III | 2018, 2019, 2020, 2021 | ****
Informational Foreign Information > Country-by-Country Reporting > Tax Jurisdiction and Constituent Info |
| Officer Compensation | 2018, 2019, 2020, 2021 |
Income and Deductions > Deductions > Officer's Compensation > Individual Officers |
| Pass-Through Entity for Ordinary Activity Type | 2018, 2019, 2020, 2021 |
Income and Deductions > Pass-Through Entity > Pass-Through Entity |
| Reference ID Numbers for 5471, 8858, and 8865 | 2018, 2019, 2020, 2021 |
Foreign Information > Foreign Corporation Info Return > General Information or Foreign Information > Foreign Disregarded Entity > General Information or Foreign Information > Foreign Partnership Info > General Information |
| Schedule D Detail | 2018, 2019, 2020, 2021 |
Gains and Losses > Capital Gains and Losses > Capital Assets Sales Detail |
| Schedule D Overrides | 2018, 2019, 2020, 2021 |
Gains and Losses > Compute and Print Options > Summary Overrides |
| Schedule K | 2018, 2019, 2020, 2021 | General Information > Questions > Schedule K |
| Schedule M-2 | 2018, 2019, 2020, 2021 |
Balance Sheet/M1-M2-M3 > Schedule M1 /M2 > Ret. Earnings (M-2) tab |
| Schedule M-3, Part I | 2018, 2019, 2020, 2021 |
Balance Sheet/M1-M2-M3 > Schedule M-3 > Sch M-3, Part I tab |
| Schedule N | 2018, 2019, 2020, 2021 |
General Information > Miscellaneous Information > Schedule N tab |
| Schedule O | 2018, 2019, 2020, 2021 | Taxes > Consent Plan and Apportionment Sch |
| Uncertain Tax Position | 2018, 2019, 2020, 2021 |
General Information > Miscellaneous Information > Schedule UTP |
| Withholding for Foreign Persons | 2018, 2019, 2020, 2021 |
Informational Forms > Withholding for Foreign Persons > Withholding for Foreign Persons |
1120 Tax Return: Corporate/State
| Import Target | Years Available | Import Path |
|---|---|---|
|
4562 Overrides - Adopts Expanding 179 |
2018, 2019, 2020, 2021 |
Income and Deductions > Deductions > Depreciation and Amortization > General Depreciation and Amortization > Form 4562 Information > 4562 Overrides > State - Adopts Expanding 179 tab |
| 4562 Overrides - Non Adopting | 2018, 2019, 2020, 2021 |
Income and Deductions > Deductions > Depreciation and Amortization > General Depreciation and Amortization > Form 4562 Information > 4562 Overrides > State - Non Adopting tab |
|
A & A Detail, Other Adjustments, and Credits |
2018, 2019, 2020, 2021 |
States > Alaska > State Adjustments > Dividend Received Deduction tab or California > Allocation & Apportionment > Allocation & Apportionment or Mississippi > Allocation & Apportionment or Nebraska > Credits |
|
Alabama Intangible and Interest Exp Add Back |
2018, 2019, 2020, 2021 |
States > Alabama > Intangible/Interest Expense Add Back |
| Allocation Data Entry | 2018, 2019, 2020, 2021 |
States > Allocation and Apportionment > A&A Data Entry > Allocation Data Entry > Dividend, Interest, Rents, Royalties, Capital Gain and Loss, Sales of Assets, Other |
|
Common State: Bank Info- Authorization to Debit Funds |
2018, 2019, 2020, 2021 |
States > Common State > General Information > Bank Information > Direct Debit tab |
| Entity Type | 2018, 2019, 2020, 2021 |
States > State and City Activation > State and City Activation |
| General Information | 2018, 2019, 2020, 2021 |
States > Common State > General Information > Basic Return Information |
|
Illinois State Adjustments - Additions and Subtractions |
2018, 2019, 2020, 2021 |
States > Illinois > State Adjustments > Additions and Subtractions |
|
Installment Payments for Next Years Estimated Tax |
2018, 2019, 2020, 2021 |
Common State > Tax Estimate Options > Estimated Tax Payments tab |
| Miscellaneous Dividend Information | 2018, 2019, 2020, 2021 |
States > IL or IN or NE or NJ or CA > state specific Dividend Organizer or Tax Form screen |
| Miscellaneous State Information | 2018, 2019, 2020, 2021 |
States > Common State > General Information > Paid Preparer Information |
| New York A & A - MCT Overrides | 2018, 2019, 2020, 2021 |
States > Allocation and Apportionment > A&A Organizer/Overrides > New York > Property - MCT (and Payroll and Sales - MCT) |
|
New York Investment and Other Exempt Income and Investment Capital |
2018, 2019, 2020, 2021 | States > New York > Exempt Income and Capital |
| New York State Adjustments | 2018, 2019, 2020, 2021 | States > New York > State Adjustments |
|
NOL Carryover from Prior Year |
2018, 2019, 2020, 2021 |
States > Common State > State NOL Tracking > Push State Button |
| Other State and City Information | 2018, 2019, 2020, 2021 |
States > CT, IL, MI, NY, NYC, NY Bank, OH, WV > state specific Organizer input |
|
Other Tax Base and Franchise Information |
2018, 2019, 2020, 2021 |
States > MI Financial, AL Privilege Tax, LA, MS, NC > state specific Organizer input |
|
Pennsylvania Depreciation Adjustments |
2018, 2019, 2020, 2021 |
States > Pennsylvania > State Adjustments > Depreciation Adjustments |
| State & City Numbers | 2018, 2019, 2020, 2021 |
States > Common State > General Information > State/City ID Numbers |
|
Texas Combined Return Information |
2018, 2019, 2020, 2021 |
State Franchise Tax > Texas Franchise > Combined Return Information |
| Trial Balance | 2018, 2019, 2020, 2021 | Access > Trial Balance |
1120 Tax Return: Corporate/City
| Import Target | Years Available | Import Path |
|---|---|---|
| New York City A & A Overrides |
2018, 2019, 2020, 2021 | States > Allocation and Apportionment > A&A Organizer / Overrides > New York City |
Import/Export/excel_appendix_1.htm/TY2021
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Last System Build: 10/18/2022
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