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Data import templates

1041 K-1 template

The 1041 K-1 Template import feature helps you populate many fields on the
1041 Schedule K-1
 screens. It only applies to the 1041 tax application.
  1. Get the
    1041_2023_Sch K_1_Template.xlsm
     filefrom 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_1041_Sch_K_1_Detail
      tab
      • Entity type
      • Activity Number
      • K-1 Name
      • Federal EIN
    • TR_1041_Sch_K_1_Group_Detail
      tab (only required if you are importing group detail)
      • Entity type
      • Activity Number
      • K-1 Name
      • Federal EIN
  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_1041_Sch_K_1_Strings
     tab for the necessary values.

Template tabs

TR_Setup
  • Header Information
    : includes firm ID, account ID, and locator number. These fields are fixed.
TR_XXXX_Asset_Detail
  • Data Entry
    : Enter your data here. There can be multiple rows of data. However, the first and second rows are fixed. The import will use the column descriptions to know where to import the data.
  • Column Order
    : The first 4 columns must remain as they are. The remaining columns can be moved or deleted to fit your needs.
  • Multiple Rows
    : Each row will consist of a separate Schedule K-1 to be imported into the program.
TR_1041_Sch_K_1_Group_Detail
Enter your data here. The first four columns and the first two rows are fixed. You can also import multiple rows of data.

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 > K-1 Income > (Name) > K-1 Information.

This article applies to:

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