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Data import templates

How data is deleted when it's imported

When you import a data template, all existing data will be deleted before the new data is added. This ensures your imported data matches exactly. Partial imports or deletions are not possible. Here’s what happens during the import:
  1. Open the locator.
  2. Search and determine the data to delete.
  3. Delete the data.
  4. Import the new data.
  5. Perform a full compute of the locator.
  6. Close the locator.
Important:
 Export the current data from the locator before making any changes. This prevents data loss when importing new data.

Asset template import

  • Each activity’s assets are imported separately.
  • All existing assets for that activity will be deleted, including related federal and state depreciation data.
  • To add a few new assets:
    1. Export the data template for the locator.
    2. Add the new assets to the end of the spreadsheet.
    3. Import the updated template.
  • These templates import data onto a single screen.
  • All existing data on that screen will be deleted.
  • For example, if you have ten stock sales and import a template with four, the original ten will be deleted, and only the four new ones will be imported.

Activity Type Templates (Brokerage Statement, K-1, Rental, Schedule C, Schedule E)

  • These templates update specified activities one at a time.
  • Only the data in the import template will remain in the locator.
  • To add or update activities:
    1. Export the data template for the locator.
    2. Make your changes in the spreadsheet.
    3. Import the updated template.
Best Practice:
 Export first to ensure all required columns are populated, especially for returns with many activities.
PFIC Template
  • All PFIC data will be deleted before importing new data.
  • For example, if you have ten PFIC items and import a template with four, the original ten will be deleted, and only the four new ones will be imported.

This article applies to:

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