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Partner Bridge import and export

Special allocations data columns

Partner numbers on the Special Allocations worksheet begin on row 6 and are identical to the partner numbers on the corresponding row on the Partner Information worksheet.
Partner numbers have a maximum length of six (6) numeric characters.
Do not enter partner numbers manually on the Special Allocations worksheet. You can refresh partner numbers by clicking the Partners button on the worksheet.
Partner name line 1 values on the Special Allocations worksheet begin on row 6 and are identical to the partner name line 1 values on the corresponding row of the Partner Information worksheet. Partner names have a maximum length of 35 alphanumeric characters.
Do not enter partner names manually on the Special Allocations worksheet. You can refresh partner name line 1 values by clicking the Partners button on the worksheet.
Code
  • Special allocation codes are on line 4 of the column farthest to the left of the special allocation column pair. For the first special allocation, the farthest left column is column C, for the second special allocation, the farthest left column is column E, and so forth.
  • Special allocations must be in sequential special allocation column pairs. When a blank special allocation code is encountered, we assume that there are no additional special allocations to the right of the blank special allocation code.
  • The special allocation code must be a
    maximum
    of two characters in length and can be composed of any combination of alphabetic characters (
    A - Z
    ) and/or numeric characters (
    0 - 9
    ). The only exception is that the first character of a special allocation code
    cannot
    be the digit
    0
    .You cannot duplicate special allocation codes. Alphabetic characters used in special allocation codes are automatically converted to upper case.
Description
  • Special allocation descriptions are on line 5 immediately under the special allocation code (in the farthest left column of the special allocation column pair).
  • Special allocation descriptions are
    optional
    for each special allocation code and can be a
    maximum
    of 20 characters composed of any combination of upper and lower case alphabetic characters and/or numeric characters. There are no automatic modifications made to special allocation descriptions.
Ratio
  • Special allocation ratios for partners are on row 6 immediately under the special allocation description (in the farthest left column of the special allocation column pair).
  • Special allocation rations are represented by decimal fractions subject to the rules in General Instructions. For special allocations, the smallest allowable decimal fraction is -1.0
    (minus 100 percent)
    .
  • Line 6 can have a
    maximum
    of 10 characters, with eight (8) decimal places.
  • Special allocation dollar amounts for partners begin on row 6 (in the farthest right column of the special allocation pair). The
    maximum
    length is 15.
  • Special allocation dollar amounts are subject to the rules for dollar amounts in General Instructions. For special allocations, the smallest allowable dollar amount is -99,999,999,999.99.
  • Enter dollar amounts or
    NONE
    .

This article applies to:

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

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