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Direct K-1 Import Export tax year 2023 and prior

State instructions to complete DK-1 imports

California

To print CA Form 568, use: Form Name: CA BASIC INFORMATION/Field Name: X TO GENERATE LLC

Maine

To ensure information is included in XML file for Form 941P-ME, Schedule 2P, and Schedule 3P the following form and field names must be included in the *.PX file for every partner you are importing:
Form Name: ORGPTRNAME
Field Name: EXEMPTA
Form Name: ORGPTRNAME
Field Name: EXEMPTB
Form Name: ORGPTRNAME
Field Name: EXEMPTC

New York

To activate the 204-IP or 204-CP folder, use: Form name: D SCHEDULE K-1/ Field name: PTR ENTITY TYPE

Pennsylvania

To populate the entity type for Pennsylvania use: Form name: D SCHEDULE K-1/ Field name: PTR ENTITY TYPE

Wisconsin

To ensure Wisconsin credits detail on Schedule 3K-1, Page 2, line 15, is included in the XML file, the descriptions that are included in the import file (*.PX) for credits must be an exact match of the descriptions located in the Organizer drop-down list. Navigate to the Organizer drop-down and export these descriptions. Go to Organizer, States, then Wisconsin, Credits, Credit Types.

This article applies to:

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