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1040 Charitable contribution template import
The Charitable contribution template import feature helps you populate many fields on the 1040
Charitable Contribution
screens. This template is only for 1040.- Get the1040_2023_CharContri_Template.xlsmfile from the file download page and download the template. This is your starting point for data import.Required fields for import:
- TR_Setup tab
- Firm ID
- Account ID
- Year
- Tax Type
- Locator
- Activity Type
- Activity Number (if applicable)
- Activity Name (if applicable)
- TR_1040_CharContri_Detail tab
- No required tabs.
- If macros are enabled, selecting a field with a fixed value will trigger a pop-up dialog. Choose the correct value from the description provided, and it will automatically populate the field. If you prefer not to use macros, refer to theTR_1040_CharContri_Stringstab for the necessary values.noteEnter accurate values for the best results.
Template tabs
TR_Setup
- Header Information: includes firm ID, account ID, and locator number. These fields are fixed.
TR_1040_CharContri_Detail
- Data Entry: Enter your data here. The first and second rows are fixed.
- Column Order: The first three columns must remain as they are. The remaining columns can be moved or deleted to fit your needs.
- Rows: Subsequent rows will import into a single locator (locator number entered on theTR_Setuptab). Each row will consist of a separate description to be imported into the program.noteData in the return will be deleted prior to import. If you have data in the return you wish to save, export the detail first.
note
Refer to the
TR_1040_CharContri_Map
in the template file for details on the column heading name to use for import.Checking Field Details
- Field Info: To see which column heading transfers to which field, right-click on the field in the Organizer screen, selectField Info, and check the details.
Navigation for fields in the charitable contribution template
For 1040: Business (Schedule C): Organizer > Itemized Deductions > Contributions - CY and Carryovers.
This article applies to:
- Product: ONESOURCE Income Tax Express RS
- Subject: Export, Import