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Direct K-1 Import Export tax year 2023 and prior

Direct K-1 export

To export, make sure that your login ID for RS Browser does not contain any spaces.
  1. In the RS Browser, select the
    Returns Processing
     tab.
  2. Select
    Import/Export
     to open the menu item.
  3. Select
    Export
    .Select
    Direct K-1
     from the dropdown. Be sure you have the correct Account for your locator (XXXX), the correct Year (2023), and the 1065 Tax Type. Click
    Continue
    .
  4. Select the option to the left of the return you want to export. Then select
    Continue
    .
  5. Verify the information about the export file, and select
    Close
    .
  6. Return to the Direct K-1 Export screen, and select
    Batch Status
    .
  7. Enter a date, or range of dates if needed, under Date Batch Submitted. Select
    Continue
    .
  8. Select the
    Batch ID
     underline link.
  9. If the Export Status column shows
    Queued for Export,
     select
    Refresh
     until the Export Status shows
    File Export Complete
    .
  10. Select
    Download All
    .
  11. A popup screen appears at the bottom of the screen. Select Save or Save As (recommended) to download the file or Save and Open.
  12. When you open or view the downloaded ZIP file, the file contains the exported *.PX3 file.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS
  • Subject: Export, Import

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