Appendix A: Federal Partner Information I-P

Column I: Partner ZIP Code

Leave blank if the partner address is foreign. If domestic, use for the ZIP Code portion of the partner’s domestic address. You can enter this information as a 5-digit ZIP Code (12345) or a 10-character ZIP Code comprised of 9 digits with a hyphen separator (12345-7890).

Column J: Partner Foreign Country Code

If the partner’s address is domestic, leave blank.

If the partner’s address is foreign, enter the country code from the Foreign worksheet.

The column J foreign country code is a control value that affects the audit of partner address information. If the cell is not populated (no code), the partner’s address is assumed to be domestic, and all segments of the partner’s address will be audited as such. If the cell is populated, even with an invalid foreign country code, the partner’s address is assumed to be foreign, and all segments of the partner’s address will be audited as such. No other column on the worksheet has any effect upon the classification of the partner’s address as domestic or foreign.

Column K: Partner Foreign Postal Code

If the partner’s address is domestic, leave blank.

If the partner’s address is foreign, enter the foreign country postal code. This is mandatory with a maximum of 10 characters. There is no required format or punctuation.

Column L: Partner Foreign Province Name

If the partner’s address is domestic, leave blank.

If the partner’s address is foreign, enter the foreign province or state name. This is mandatory with a maximum of 20 characters.

Column M: Partner Taxpayer ID Status

Code	Description
Blank or Z	Partner SSN or EIN entered in next column (default)
X	Partner has applied for SSN or EIN
Y	Partner is foreign without US taxpayer identification

Column N: Partner Taxpayer ID

Code	Description
Blank or Z	Enter partner SSN or EIN as described below
X	Must be blank
Y	Must be blank

SSN: Enter as 9 digits with two hyphens (123-45-6789).

EIN: Enter as 9 digits with a hyphen (12-3456789).

Column O: Partner Beginning Profit Ratio expressed as a decimal fraction

Enter the ratio expressed as a decimal fraction with a maximum of 8 digits to the right of the decimal point as in 0.12345678. The smallest allowable decimal fraction is -1.0 (negative 1.0 is a smaller value than is negative .00000001), and the largest allowable is +1.0. The alphabetic notation NONE is allowed and is interpreted to be zero.

Partner Bridge Ending Ratios

Import: ALL partner ratios (beginning and ending) are imported to Organizer. If ending ratios are imported, they are considered to be overrides and must be imported in decimal format. Furthermore, if ending ratios are imported, a value must be imported for every partner. If a particular partner does not have an ending ratio, enter NONE. The reason for providing this column in the templates is to enable the user to maintain or update the spreadsheets from year-to-year using the Export function.

Export: Ending ratios are exported from the partners’ actual Schedules K-1. Beginning ratios are exported from Organizer. The ending ratios on the partners’ Schedules K-1 are displayed and printed as percentages. (For example, .25 is displayed and printed as 25%.) Therefore, the ratios are exported as percentages and need to be converted to decimal format for the following year’s import operation.

Column P: Partner Ending Profit Ratio expressed as a decimal fraction

See Column O.

Import/Export/pbridge_data_fed_3.htm/TY2021

Last Modified: 03/20/2020

Last System Build: 10/18/2022