Import/Export Documentation for Tax Year 2021

The following topics on import/export are available.

Where indicated, some are printable. To print a guide, click the X in the Print column.

Click here to view the list of file set articles for this tax year. These articles contain links to the file sets that you can download.

Guide Online Print
Bloomberg Tax Planner Export for 1040 and 1120 X X
Columnar K-1 Export (for 1065) X X
Columnar K-1 Export (for 1120S) X X

Data Connection Specifications

Video: Data Connection

Video: Checking if a field is available in Data Connection

Video: Finding an Organizer field

X X

Data Import Templates

X X
DIF Import/Export X X
DIF/KAT Import Files/Templates: Special Areas (list) X X
Direct K-1 (DK1) Import/Export (for 1065) X X
Excel Add-in X X
FAQS: Import/Export X N/A
Fixed Assets CS X X
Import Value Tool X X
K-1 Analyzer Integration X  
Partner Bridge (for 1065) X X
Changes to Partner Bridge for 2021 X X
Planner CS Export (for 1040) X X
Return XML X X
RS Import/Export Operation X X

 

 

 

Import/Export/impexp_gst.htm/TY2021

Last Modified: 09/25/2022

Last System Build: 10/18/2022

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