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Data import templates

1040 Schedule C and E templates

The Schedule C and E Template import feature helps you populate many fields on the
1040 Schedule C and E
screens. Here’s how you can use it effectively:
  1. Get the
    1040_2023_Sch_C_Template.xlsm
     or
    1040_2023_Sch_E_Template.xlsm
     file 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
    • TR_1040_Sch_C_Detail
       tab
      • Owner
      • Activity Number
      • Activity Name
      • Federal EIN
    • TR_1040_Sch_C_Group_Detail
       tab (only required if importing group detail)
      • Owner
      • Activity Number
      • Activity Name
      • Federal EIN
    • TR_1040_Sch_E_Detail
       tab
      • Owner
      • Activity Number
      • Activity Name
    • TR_1040_Sch_E_Group_Detail
       tab (only required if importing group detail)
      • Owner
      • Activity Number
      • Activity Name
  2. 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 the
    TR_1040_Sch_C_Strings
     and
    TR_1040_Sch_E_Strings
     tab for the necessary values.

Template tabs

TR_Setup
  • Header Information
    : includes firm ID, account ID, and locator number. These fields are fixed and only the 1040 tax application is available for this import.
  • Activity Number
    : You must enter an activity number that matches the tax return’s activity number for a successful import. If you are unsure, export the file first to get the correct details.
TR_1040_Sch_C_Detail or TR_1040_Sch_E_Detail
  • Data Entry
    : Enter your data here. The first and second rows are fixed.
  • Column Order
    : The first column must stay as the first column. You can move or delete the remaining columns as needed.
  • Multiple Rows
    : Each row represents a separate asset. Ensure each row has the correct locator number from the TR_Setup tab.

Checking Field Details

  • Field Info
    : To see which column heading transfers to which field, right-click on the field in the Organizer screen, select
    Field Info
    , and check the details.

Navigation for fields in the brokerage statement template

Organizer > Income > Business Income > (Name) > Business Information (Sch C).
Organizer > Income > Business Income > (Name) > Business Information (Sch E).

This article applies to:

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