Filename requirements for Data Connection import/export

The filename for a Tax Return import/export file is created by the export program. The filename root is identical to the 8-character filename root of the tax return locator being exported.
The filename for an import file is limited to 30 characters, including the 4-character filename extension. The filename can include spaces but can't include special characters prohibited by the Microsoft DOS 8.3 file naming conventions. If the filename exceeds 30 characters, the file won't upload to the servers and can't be imported.
The filename extension is determined by the tax application and tax year of the locator.

This article applies to: