Partner Bridge import and export

About partner bridge

For tax year 2022 and later, you can import and export federal and state partner information and special allocations.

Steps for using Partner Bridge

  1. Complete the
    Control
    worksheet.
  2. The
    States
    worksheet lists the 2-character code abbreviation for each state, US territories and possessions, and US military postal designations. Use the 2-character code to complete the Partner Information worksheet.
  3. The
    Foreign
    worksheet lists country names and designations in alpha order. Use this worksheet to determine the 2-character code to complete the Partner Information worksheet.
  4. To import partner information, complete the Partner Information worksheet.
  5. To import special allocations, complete the Special Allocations worksheet.
note
Schedule K-3 fields are not included in Partner Bridge. We recommend:
  • 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.
note
If you are importing partner information with ONESOURCE Income Tax use the Excel Add-in feature.