Partner Bridge: Overview

Due to the column limitations of the 2003 Microsoft Excel spreadsheet, we no longer support Microsoft Excel 2003. In order to import and export partner information correctly, we strongly recommend you use a later version of Microsoft Excel.

Overview

For tax year 2021, we have enabled the import and export of federal and state partner information and the import and export of partner special allocations.

The tax year 2021 version of 1065 Partner Bridge includes five worksheets in a single Microsoft® Excel™ workbook. The worksheets are illustrated and described in this guide:

Note that Schedule K-3 fields are not included in Partner Bridge. We recommend the following:

Use Data Connection to import data for information that is to be calculated inside the system.
Use DK-1 for information that is calculated outside the system.

Workbook Operations

Copy and Paste

Appendices

Import/Export/pbridge_overview_1.htm/TY2021

Last Modified: 12/02/2020

Last System Build: 10/18/2022