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Back to Income Tax Express RS Help and Support

Browse all Income Tax Express RS help

We're migrating content to Help and Support for fall busy season. Articles are added daily as we continue migrating existing content from legacy help systems.

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1040 Help and Support
- Amend a return - Form 1040-X
- Credits
- Diagnostics
  - Diagnostic: Electronic Filing: The balance due or refund for this return has changed...
  - Diagnostic: Schedule 8812: Taxable Earned Income Worksheet - Line 2b...
- Foreign tax credit - Form 1116
  - Form 1116, Line 1a calculation
- Net operating loss (NOLs)
  - NOL carryforward
- Schedule K-1 Transfer
- Search - ONESOURCE Income Tax Express RS / 1040
- Separate returns from joint data
- Tax equalization (TEQ)
1041 Help and Support
- 1041 States Help and Support
  - Massachusetts
    - Diagnostic: Massachusetts: paper file return...
  - Search - Income Tax Express RS
- Beneficiaries
- Crummy Trusts
  - 5x5 Power rule (Crummey)
- Electing small business trusts (ESBT)
- Electing small business trusts (ESBT)
- Form 1041
- General
  - State of residency for Form 1041
- Grantor Trusts
- Income and deductions
- Qualified Revocable Trusts
  - Form 8855, Qualified Revocable Trust (QRT)
  - Make Section 645 election for Form 8855
- Resource materials
- Search - ONESOURCE Income Tax Express RS / 1041
- Source documents
- Split-Interest Trusts
  - Foreign taxes on Schedule K-1
  - Form 5227, Split-Interest Trust Information Return
- Taxes and credits
1065 Help and Support
- 1065 States Help and Support
- Amend a partnership return
- Consolidations
- Direct K-1 Import Export tax year 2023 and prior
- Direct K-1 Import Export tax year 2024
- E-file large partnership returns
  - E-file for large partnership returns with direct k-1 import
  - E-file for large partnership returns with partner allocations
- Extensions
  - Print Form 7004 filing instructions
- Filing partnership returns
  - About Form 8804, Annual Return for Partnership Withholding Tax (Section 1446)
- Partner Bridge import and export
- Partner information and Schedule K-1
- Q&A for Schedules K2/K3
- Search - ONESOURCE Income Tax Express RS / 1065
- Special allocations
  - Enter special allocations for partners
  - Special allocation isn't correct
- Superseded and amended returns
1120 Help and Support
- 1120 Returns
- 1120 States Help and Support
- Amending
- Consolidations
- Extensions
  - Print Form 7004 filing instructions
- Search - ONESOURCE Income Tax Express RS / 1120
- State combined and consolidated returns
706 Help and Support
- Browse Express RS 706 help
- Prepare estate returns
- Prepare state estate returns
  - States available for estate returns
- Resource materials
- Search - GoSystem Tax RS / 706
709 Help and Support
- Browse 709 help
- Prepare gift tax returns
- Prepare state gift tax returns
  - List of Connecticut probate courts
  - States available for gift tax returns
- Resource materials
- Search - GoSystem Tax RS / 709
990 Help and Support
- Filing
- Resources
- Search - GoSystem Tax RS / 990
Administration tasks
- About Group rights
- About Multi-factor authentication (MFA)
- Access control and functionality
- Access control imports
- Access Tax Defaults
- Add a condition to a section
- Add a field of reference
- Add the preparer section
- Add, delete, or rename a section
- Assign owners of tax defaults
- Assign rights to use letters and filing instructions (LAFI)
- Conditions for text or content
- Create your own template for transmittal letters
- Edit default templates
- Firm configuration
- Group and new user import
- Group managers
- Groups administration
- Images
- Logon hours, limited access, and more user options
- Multi-factor authentication set up (MFA)
- Open letters and filing instructions templates
- Optional sections
- Password reset
- Preview the template
- Regional administrators
- Reorder sections of a template
- Reports
- Rollover a return without preseason rollover
- Set return preferences
- Set up or edit users, groups, and permissions
- Single sign-on configuration
- Template settings
- Use letters & filing instructions in Organizer
- User types and permissions
- Users administration
- Webhook endpoint overview
Allocation and apportionment
- Activate allocation and apportionment
- Adjust A&A calculated amounts
- Allocation and apportionment (A&A) options
- Allocation and apportionment for state returns
- Allocation and apportionment form combinations
- Allocation and apportionment formulas for states
- Allocation and apportionment high-level process
- Allocation and apportionment logic chart codes
- Enter allocation and apportionment data
- Review state allocation and apportionment options
Capital gains and losses
- Form 8949, Columns (f) and (g) codes
Data Connection
- About Data Connection
- File format for use with Data Connection
- File record types for Data Connection
- Filename requirements for Data Connection import/export
- Sample header record for 1040
- Sample header record for 990, 1041, 1065, and 1120
- Transitioning from Data Connection to Tax Return Import/Export
Data import templates
- 1040 Brokerage Statement template import
- 1040 Charitable contribution template import
- 1040 Crypto gain template import
- 1040 K-1 template import
- 1040 PFIC template import
- 1040 Schedule C and E templates
- 1041 K-1 template
- 1065 Rental template
- About the audit data feature
- Asset template import
- Capital gain template import
- Check batch status for imports or exports
- Data import template best practices
- Export with data import
- How data is deleted when it's imported
- Import with data import
- Troubleshoot template imports and exports
Depreciation
- About asset data entry
- Depreciation options
- Print Form 4562
- Retire an asset
- Select special depreciation allowance
DIF import export
- DIF Export from Organizer
- DIF import export frequently asked questions
- DIF Organizer importing
- Import a DIF file into allocation and apportionment
- Importing rows or columns with blank cells
e-file Help and Support
- 1040 e-file errors
  - Federal
  - States
- 1041 e-file errors
  - Federal
  - States
- 1065 e-file errors
  - Federal
  - States
- 1120 e-file errors
  - Federal
  - States
- 990 e-file errors
  - Federal
- Apply to e-file
  - Become an authorized e-file provider
  - e-file application summary and requirements
  - Opt out of e-filing a return - Form 8948
- Common e-file errors
  - 80004005 e-file error
  - Correct validation errors with GoTo
  - E-file diagnostic: Incomplete signature information
  - e-file diagnostics
  - Federal e-file status requested
  - Tips for decoding e-file rejections
  - Validations
- Deadlines and timestamps
  - 1040 Individual e-file shutdown period
  - 1120 e-filing deadlines and timestamps
- e-file 1040 returns
  - After the 1040 return's accepted
  - Attach a PDF to an e-file
  - Balance due returns
  - Delete trapped PDF attachments
  - e-file 1040 return
  - e-file Forms 4868 or 2350 extension
  - e-file international returns
  - e-file third party XML file
  - Enter signature authorization in Organizer
  - Exclusions from e-file
  - Form 3800, General Business Credits changed for 2023
  - General dependency schema
  - Guidelines for attaching PDF files for e-file
  - Identity protection PIN (IP PIN)
  - Imperfect return election
  - Include election statements in the e-file
  - Signature methods for e-filed returns
  - The file you attempted to upload does not meet minimum file requirements (fillable form)
  - Transmit e-files to the IRS
  - Use the e-file spreadsheets
  - When to use Form 8453, Individual Income Tax Transmittal for an IRS e-file return
- e-file 1040 state returns
- e-file 1041 returns
- e-file 1041 state returns
- e-file 1042 returns
- e-file 1065 returns
  - 1065/1120 mandatory state members e-file requirement
  - Attach a PDF to an e-file
  - Become an authorized e-file provider
  - Create the e-file
  - Delete trapped PDF attachments
  - e-file application summary and requirements
  - E-file for large partnership returns with direct k-1 import
  - E-file for large partnership returns with partner allocations
  - e-file international returns
  - e-file third party XML file
  - e-filing Schedules K-2 and K-3
  - Forms and schedules that can be e-filed
  - Forms availability by product and release
  - General dependency schema
  - Guidelines for attaching PDF files for e-file
  - High-level process on e-filing a return
  - Include election statements in the e-file
  - Include international forms using third-party software in e-filed return
  - Open the E-file Viewer PDF file
  - Populate federal Form 6765 Page 2, Line 37
  - Prepare a superseded return
  - Record keeping for e-filed returns
  - Required PDF filenames for e-filing returns
  - Review the cumulative e-file history
  - Review the E-file Status Report
  - Short period returns
    - Set up a short year return
  - Sign partnership e-file
  - State e-file amended, superseded, and extension return summary
  - State e-file information
  - State forms you can and can't e-file
  - Submit e-filed returns
  - The E-file Viewer
  - The file you attempted to upload does not meet minimum file requirements (fillable form)
  - Transmit e-files to the IRS
  - Use Batch Status to track e-file processing
  - Use the E-file Summary Report
  - User guides for e-file
  - Using the E-file Viewer
  - Validations
- e-file 1120 returns
  - 1065/1120 mandatory state members e-file requirement
  - 1120 e-filing deadlines and timestamps
  - About business name control
  - Attach a PDF to an e-file
  - Become an authorized e-file provider
  - Create the e-file
  - Delete trapped PDF attachments
  - e-file application summary and requirements
  - e-file international returns
  - E-file payment options
  - e-file third party XML file
  - Forms and schedules that can be e-filed
  - Forms availability by product and release
  - General dependency schema
  - Guidelines for attaching PDF files for e-file
  - High-level process on e-filing a return
  - Include election statements in the e-file
  - Open the E-file Viewer PDF file
  - Record keeping for e-filed returns
  - Required PDF filenames for e-filing returns
  - Review the cumulative e-file history
  - Review the E-file Status Report
  - State e-file amended, superseded, and extension return summary
  - State e-file information
  - State forms you can and can't e-file
  - Submit e-filed returns
  - The E-file Viewer
  - The file you attempted to upload does not meet minimum file requirements (fillable form)
  - Transmit e-files to the IRS
  - Use Batch Status to track e-file processing
  - Use the e-file spreadsheets
  - Use the E-file Summary Report
  - User guides for e-file
  - Using the E-file Viewer
  - Validations
- e-file 1120 state returns
  - 1120 Montana * Form PTE-E6
  - New Jersey form screens are missing in Tax Forms
- e-file 5500 returns
- e-file 990 returns
- e-file Viewer
- e-filing PDF attachments
  - Attach a PDF to an e-file
  - Delete trapped PDF attachments
  - e-file international returns
  - e-file third party XML file
  - General dependency schema
  - Guidelines for attaching PDF files for e-file
  - The file you attempted to upload does not meet minimum file requirements (fillable form)
- ONESOURCE Income Tax Express RS e-file guide
  - 1040 returns
  - 1041 returns
  - 1065 returns
  - 1120 returns
  - 990 returns
  - Other returns
    - Oregon Corporate Activity Tax electronic filing information
    - PPT Michigan electronic filing information
- Reference materials for e-filing returns
  - Forms and schedules that can be e-filed
  - Forms availability by product and release
  - Record keeping for e-filed returns
  - Required PDF filenames for e-filing returns
  - State e-file amended, superseded, and extension return summary
  - State e-file information
  - State forms you can and can't e-file
  - User guides for e-file
- Search - Income Tax Express RS
Enhancements
- 1040 Enhancements
- 1041 Enhancements
- 1065 Enhancements
- 1120 Enhancements
- 5500 Enhancements
- 990 Enhancements
- Import Export enhancements
Excel add-in
- Access Excel add-in
- Download excel add-in
- Download templates
- Excel Add-in Introduction
- Import data with Excel Add-in
- Installation
- Register
Federal tax elections
- Federal tax elections overview
- Predefined federal tax elections
File Downloads
FinCEN
- FinCEN BOI Corporate Transparency Act
Forms and Schedules
- Available forms and schedules
FormSource
- About FormSource
- FormSource example: 1040 IRA required minimum distribution reminder letters
- Query limitations with FormSource
- Results aren't accurate when using FormSource
Get started
- About Group rights
- About Multi-factor authentication (MFA)
- About the tax applications screens
- Access control
- Access control imports
- Access Tax Defaults
- Assign owners of tax defaults
- Available forms and schedules for tax year 2024
- Diagnostics
- Drill-down arrows in Tax Forms
- Error: User appears to be logged in another browser
- Firm configuration
- Group and new user import
- Group managers
- Groups administration
- Hyperlinks in Tax Forms
- Logon hours, limited access, and more user options
- Multi-factor authentication set up (MFA)
- ONESOURCE Express RS release schedule
- Overrides
- Password reset
- Print returns
- Regional administrators
- Reports
- Review the tax return
- Rollover a prior year return for the 1st time
- Rollover a return without preseason rollover
- Set return preferences
- Set up or edit users, groups, and permissions
- Single sign-on configuration
- System requirements
- User types and permissions
- Users administration
- Webhook endpoint overview
- Work with returns
- Workpapers in Tax Forms
K-1 analyzer
- About the K-1 Analyzer on the ONESOURCE platform
- Attach a PDF to a return
- Checking the import status
- Data integration page
- Data integration with K-1 analyzer
- Forms used in K-1 analyzer
- Integrate K-1 data
- K-1 analyzer and integration
- Key fields for GoSystem and Express RS
- Key fields for ONESOURCE Income Tax
- Key fields for ONESOURCE Trust Tax
- User setup and access
Letters and filing instructions
- Add a condition to a section
- Add a field of reference
- Add the preparer section
- Add, delete, or rename a section
- Assign rights to use letters and filing instructions (LAFI)
- Conditions for text or content
- Create your own template for transmittal letters
- Edit default templates
- Images
- Open letters and filing instructions templates
- Optional sections
- Preview the template
- Reorder sections of a template
- Template settings
- Use letters & filing instructions in Organizer
Locators
- Before locator transfer delete consolidated locator
- Copy a locator
- Free a locator when locked out or unable to open a locator
- Locators overview
- Rebuild a locator
- Setup for Internal and External Locator Transfers
- Transfer a locator from a source account to a destination account
- Transfer a locator from one internal account to another
Organizer
- Common State screens of Organizer
- Compute a return
- Create print files for estimates and extensions
- Delete data
- Enter data in Organizer versus Tax Forms or Workpapers
- Organizer Spreadsheets
- Principal business activity codes
- Print blank Organizers
- Print Organizers
- Print preview in the Organizer
- Spreadsheet Format
- Spreadsheet Functionality
- Summary Organizer
Planner CS export for 1040
- 1040 exported worksheet rows
- 1040 nonpassive activities worksheet
- 1040 Schedule K-1 activity report worksheet
- About Planner CS export
- Export Planner CS data
Preseason processing
- 1040 Enhancements
- 1041 Enhancements
- 1065 Enhancements
- 1120 Enhancements
- 5500 Enhancements
- 990 Enhancements
- About Multi-factor authentication (MFA)
- About MyTaxInfo
- About preseason processing
- Assign 'rollover without delete rights' to a user
- Before locator transfer delete consolidated locator
- Get Organizers printed with company logo
- Import Export enhancements
- Locators that didn't rollover
- Multi-factor authentication set up (MFA)
- ONESOURCE Express RS release schedule
- Re-rolling returns
- Rollover a prior year return for the 1st time
- Setup for Internal and External Locator Transfers
- System requirements
- Transfer a locator from a source account to a destination account
- Transfer a locator from one internal account to another
Print
- Create PDF or preview experience for large returns
- Create print files for estimates and extensions
- Print conditions / requirements
- Print preview in the Organizer
- Print returns
- Print status errors
- Review the E-file Status Report
Print Conditions
Print returns
- Create PDF or preview experience for large returns
- Create print files for estimates and extensions
- Print preview in the Organizer
- Print returns
- Print status errors
- Review the E-file Status Report
Release notes
- 1040 Individual 21-7.20F
- 1040 Individual 23-1
- 1040 Individual 23-1.3
- 1040 Individual 23-2
- 1040 Individual 23-2.1
- 1040 Individual 23-2.2
- 1040 Individual 23-2.3
- 1040 Individual 23-3
- 1040 Individual 23-3.1
- 1040 Individual 23-3.2
- 1040 Individual 23-3.3F
- 1040 Individual 23-3.4F
- 1040 Individual 23-3.5F
- 1040 Individual 23-3.6T
- 1040 Individual 23-4.1F
- 1040 Individual 23-4.2F
- 1040 Individual 23-4.2T
- 1040 Individual 23-4.5F
- 1040 Individual 23-4.6F
- 1040 Individual 23-4F
- 1040 Individual 23-4T
- 1040 Individual 23-5.3F
- 1040 Individual 23-5.5F
- 1040 Individual 23-5.7F
- 1040 Individual 23-5.8F
- 1040 Individual 23-5F
- 1040 Individual 23-6.1T
- 1040 Individual 23-6.2F
- 1040 Individual 23-6.3F
- 1040 Individual 23-6.4F
- 1040 Individual 23-6.5F
- 1040 Individual 23-6.6F
- 1040 Individual 23-6.8F
- 1040 Individual 23-6F
- 1040 Individual 23-7.10F
- 1040 Individual 23-7.11F
- 1040 Individual 23-7.2T
- 1040 Individual 23-7.4F
- 1040 Individual 23-7.6F
- 1040 Individual 23-7.8T
- 1040 Individual 23-7F
- 1040 Individual 24-1F
- 1040 Individual 24-2.1F
- 1040 Individual 24-2.2F
- 1040 Individual 24-2F
- 1040 Individual 24-3.1F
- 1040 Individual 24-3.2F
- 1040 Individual 24-3.3F
- 1040 Individual 24-3.4F
- 1040 Individual 24-3.5F
- 1040 Individual 24-3.5T
- 1040 Individual 24-3.6T
- 1040 Individual 24-3F
- 1040 Individual 24-4.1F
- 1040 Individual 24-4.1T
- 1040 Individual 24-4.2F
- 1040 Individual 24-4.2T
- 1040 Individual 24-4.3T
- 1040 Individual 24-4.5F
- 1040 Individual 24-4.6F
- 1040 Individual 24-4F
- 1041 Fiduciary 23-1
- 1041 Fiduciary 23-2
- 1041 Fiduciary 23-2.1
- 1041 Fiduciary 23-2.2
- 1041 Fiduciary 23-2.3
- 1041 Fiduciary 23-3
- 1041 Fiduciary 23-3.1
- 1041 Fiduciary 23-3.2
- 1041 Fiduciary 23-3.3F
- 1041 Fiduciary 23-3.4F
- 1041 Fiduciary 23-3.5F
- 1041 Fiduciary 23-3.6T
- 1041 Fiduciary 23-4.1F
- 1041 Fiduciary 23-4.2F
- 1041 Fiduciary 23-4.3T
- 1041 Fiduciary 23-4.5F
- 1041 Fiduciary 23-4.6F
- 1041 Fiduciary 23-5.3F
- 1041 Fiduciary 23-5.4T
- 1041 Fiduciary 23-5.5F
- 1041 Fiduciary 23-5.8F
- 1041 Fiduciary 23-5F
- 1041 Fiduciary 23-6.1T
- 1041 Fiduciary 23-6.2F
- 1041 Fiduciary 23-6.3F
- 1041 Fiduciary 23-6.4F
- 1041 Fiduciary 23-6.6F
- 1041 Fiduciary 23-6.8F
- 1041 Fiduciary 23-6F
- 1041 Fiduciary 23-7.10F
- 1041 Fiduciary 23-7.16F
- 1041 Fiduciary 23-7.17F
- 1041 Fiduciary 23-7.18F
- 1041 Fiduciary 23-7.2T
- 1041 Fiduciary 23-7.4F
- 1041 Fiduciary 23-7.6F
- 1041 Fiduciary 24-1F
- 1041 Fiduciary 24-2.1F
- 1041 Fiduciary 24-2.2F
- 1041 Fiduciary 24-2F
- 1041 Fiduciary 24-3.1F
- 1041 Fiduciary 24-3.2F
- 1041 Fiduciary 24-3.3F
- 1041 Fiduciary 24-3.4F
- 1041 Fiduciary 24-3.4T
- 1041 Fiduciary 24-3.5F
- 1041 Fiduciary 24-3.5T
- 1041 Fiduciary 24-3F
- 1041 Fiduciary 24-4.1F
- 1041 Fiduciary 24-4.2F
- 1041 Fiduciary 24-4.3T
- 1041 Fiduciary 24-4.6F
- 1041 Fiduciary 24-4F
- 1065 Partnership 23-1
- 1065 Partnership 23-2
- 1065 Partnership 23-2.1
- 1065 Partnership 23-2.2
- 1065 Partnership 23-2.3
- 1065 Partnership 23-3
- 1065 Partnership 23-3.1
- 1065 Partnership 23-3.2
- 1065 Partnership 23-3.3F
- 1065 Partnership 23-3.3T
- 1065 Partnership 23-3.4F
- 1065 Partnership 23-3.4T
- 1065 Partnership 23-3.5F
- 1065 Partnership 23-3.5T
- 1065 Partnership 23-4.1F
- 1065 Partnership 23-4.1T
- 1065 Partnership 23-4.2F
- 1065 Partnership 23-4.2T
- 1065 Partnership 23-4.3T
- 1065 Partnership 23-4.4F
- 1065 Partnership 23-4.5F
- 1065 Partnership 23-4.6F
- 1065 Partnership 23-4F
- 1065 Partnership 23-5.3F
- 1065 Partnership 23-5.3T
- 1065 Partnership 23-5.5F
- 1065 Partnership 23-5.7F
- 1065 Partnership 23-5.8F
- 1065 Partnership 23-5F
- 1065 Partnership 23-6.2F
- 1065 Partnership 23-6.3F
- 1065 Partnership 23-6.4F
- 1065 Partnership 23-6.5F
- 1065 Partnership 23-6.6F
- 1065 Partnership 23-6.8F
- 1065 Partnership 23-7.10F
- 1065 Partnership 23-7.12F
- 1065 Partnership 23-7.13F
- 1065 Partnership 23-7.15F
- 1065 Partnership 23-7.2T
- 1065 Partnership 23-7.4F
- 1065 Partnership 23-7.6F
- 1065 Partnership 23-7.9T
- 1065 Partnership 23-7F
- 1065 Partnership 24-1.3F
- 1065 Partnership 24-1F
- 1065 Partnership 24-2.1F
- 1065 Partnership 24-2.2F
- 1065 Partnership 24-2F
- 1065 Partnership 24-3.1F
- 1065 Partnership 24-3.2F
- 1065 Partnership 24-3.3F
- 1065 Partnership 24-3.4F
- 1065 Partnership 24-3.4T
- 1065 Partnership 24-3.5F
- 1065 Partnership 24-3.5T
- 1065 Partnership 24-3.6T
- 1065 Partnership 24-3F
- 1065 Partnership 24-4.1F
- 1065 Partnership 24-4.2F
- 1065 Partnership 24-4.3T
- 1065 Partnership 24-4.4F
- 1065 Partnership 24-4.5F
- 1065 Partnership 24-4.6F
- 1065 Partnership 24-4F
- 1065 Partnership 24-P (updated for 12/06 release date)
- 1120 Corporate 23-1
- 1120 Corporate 23-1.3
- 1120 Corporate 23-2
- 1120 Corporate 23-2.1
- 1120 Corporate 23-2.2
- 1120 Corporate 23-2.3
- 1120 Corporate 23-3
- 1120 Corporate 23-3.1F
- 1120 Corporate 23-3.2F
- 1120 Corporate 23-3.3T
- 1120 Corporate 23-3.4F
- 1120 Corporate 23-3.5F
- 1120 Corporate 23-3.5T
- 1120 Corporate 23-3.6T
- 1120 Corporate 23-4.1F
- 1120 Corporate 23-4.1T
- 1120 Corporate 23-4.2F
- 1120 Corporate 23-4.2T
- 1120 Corporate 23-4.3T
- 1120 Corporate 23-4.5F
- 1120 Corporate 23-4.6F
- 1120 Corporate 23-4F
- 1120 Corporate 23-4T
- 1120 Corporate 23-5.3F
- 1120 Corporate 23-5.3T
- 1120 Corporate 23-5.4T
- 1120 Corporate 23-5.5F
- 1120 Corporate 23-5.7F
- 1120 Corporate 23-5.8F
- 1120 Corporate 23-5F
- 1120 Corporate 23-6.1F
- 1120 Corporate 23-6.2F
- 1120 Corporate 23-6.3F
- 1120 Corporate 23-6.4F
- 1120 Corporate 23-6.5F
- 1120 Corporate 23-6.6F
- 1120 Corporate 23-6.8F
- 1120 Corporate 23-7.10F
- 1120 Corporate 23-7.11F
- 1120 Corporate 23-7.13F
- 1120 Corporate 23-7.19F
- 1120 Corporate 23-7.20F
- 1120 Corporate 23-7.21F
- 1120 Corporate 23-7.2T
- 1120 Corporate 23-7.4F
- 1120 Corporate 23-7.6F
- 1120 Corporate 23-7.6T
- 1120 Corporate 23-7.8F
- 1120 Corporate 23-7.9F
- 1120 Corporate 23-7F
- 1120 Corporate 24-2.1F
- 1120 Corporate 24-2.2F
- 1120 Corporate 24-3.1F
- 1120 Corporate 24-3.2F
- 1120 Corporate 24-3.3F
- 1120 Corporate 24-3.4F
- 1120 Corporate 24-3.5F
- 1120 Corporate 24-3F
- 1120 Corporate 24-4.1F
- 1120 Corporate 24-4.2F
- 1120 Corporate 24-4.5F
- 1120 Corporate 24-4.6F
- 1120 Corporate 24-4F
- 2023 tax year tax applications release notes
- 5500 Employee Benefit 23-3
- 5500 Employee Benefit 23-4.5F
- 5500 Employee Benefit 23-4F
- 5500 Employee Benefit 23-5.5F
- 5500 Employee Benefit 23-5.8F
- 5500 Employee Benefit 23-5F
- 5500 Employee Benefit 23-6.6F
- 5500 Employee Benefit 24-3.2F
- 5500 Employee Benefit 24-3.3F
- 5500 Employee Benefit 24-3.5T
- 5500 Employee Benefit 24-3F
- 5500 Employee Benefit 24-4F
- 706 Estate 23-1
- 706 Estate 23-2
- 706 Estate 23-4.2F
- 706 Estate 23-4.3T
- 706 Estate 23-6.3F
- 706 Estate 23-6.6F
- 706 Estate 23-7.6F
- 706 Estate 24-1
- 706 Estate 24-4F
- 709 Gift 23-3
- 709 Gift 23-3.6T
- 709 Gift 24-2.2F
- 709 Gift 24-3.1F
- 709 Gift 24-3.2F
- 709 Gift 24-3.3F
- 709 Gift 24-3F
- 709 Gift 24-4.1F
- 709 Gift 24-4F
- 709 Gift Tax 23-1
- 709 Gift Tax 23-2
- 990 Nonprofit 23-3
- 990 Nonprofit 23-3.1
- 990 Nonprofit 23-3.2
- 990 Nonprofit 23-3.3F
- 990 Nonprofit 23-3.4F
- 990 Nonprofit 23-3.5F
- 990 Nonprofit 23-3.6T
- 990 Nonprofit 23-4.1F
- 990 Nonprofit 23-4.2F
- 990 Nonprofit 23-4.5F
- 990 Nonprofit 23-5.5F
- 990 Nonprofit 23-5.8F
- 990 Nonprofit 23-5F
- 990 Nonprofit 23-6.2F
- 990 Nonprofit 23-6.4F
- 990 Nonprofit 23-6.6F
- 990 Nonprofit 23-6F
- 990 Nonprofit 23-7.10F
- 990 Nonprofit 23-7.16F
- 990 Nonprofit 23-7.2T
- 990 Nonprofit 23-7.4F
- 990 Nonprofit 23-7.6F
- 990 Nonprofit 24-3.1F
- 990 Nonprofit 24-3.2F
- 990 Nonprofit 24-3.3F
- 990 Nonprofit 24-3.4F
- 990 Nonprofit 24-3.5F
- 990 Nonprofit 24-3.5T
- 990 Nonprofit 24-3F
- 990 Nonprofit 24-4.1F
- 990 Nonprofit 24-4.2F
- 990 Nonprofit 24-4.6F
- 990 Nonprofit 24-4F
- 990 Nonprofit 24.4.3T
- GoSystem application 24-4.5F
- RS Browser release notes 23-P.1
- Schedule K-2 and Schedule K-3 screen changes
- Tax applications release notes
Resources
- Contact us
- Hours of operation for 1-800-968-0600
- Hours of operation for large firms
- ONESOURCE Express RS release schedule
- ONESOURCE Guide to Support
- Quick links to legacy product help systems
- Return due dates
- Section 7216 consent for non-US support
- State taxing authorities' websites
- System requirements
- Thomson Reuters holidays
- Video library
- Video: Explore in-app help experience (IPX)
Return XML import and export
- About Return XML
- Build report XLS file worksheet descriptions
- Changes to imports and exports coming for tax year 2024
- Export tax return for use with Return XML
- Failed to import last line in import file
- Fields that export and import with Return XML
- File format for use with Return XML
- Filename requirements for Return XML
- Find the document ID or datatag for a field
- Group data not in the locator when importing data
- Terms and definitions for Return XML
- Validate XML file in Notepad for Return XML
Short-year returns
- null
- Short-year return information not rolled over
Tax return import / export
- About Tax Return Import Export
- About the tax return import/export file set
- File format for use with Tax Return import/export
- File headers and data rows
- File types and filename requirements
- Import tax return data by form name using Tax Return import/export
- JSON file format
- Replacement flag
- Sample header record for 1040 and 709 returns
- Sample header record for 1041, 1065, 1120, 990, 5500, and 706 returns
- Tax return import export transition FAQs
- Transitioning from Data Connection to Tax Return Import/Export
- Troubleshooting steps for import files
- Validation errors
Trial balance, TRCs, and forms
- Adjustments
- Automatic adjustments
- Charts
- Rollover trial balance
- Schedule M-3 Return Codes (MRCS)
- Set up preliminary balances
- Tax forms with TRCs cross-referenced
- Tax return code (TRC) lists
- Trial balance overview
- Use trial balance
- Working trial balance

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