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Direct K-1 Import Export tax year 2023 and prior
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This article applies to:

  • Product: GoSystem Tax RS
  • Return type: 1065 Partnership
  • Subject: Import

Direct K-1 Import

Use the Direct K-1 Import to upload a formatted PX3 file and populate Schedule K-1 and partner information fields in a new or existing 1065 locator.
Before performing a Direct K-1 import:
  • Make sure your RS Browser sign in ID doesn’t contain any spaces.
  • Make sure your import file has a PX3 extension and contains a valid header record. The import file won’t appear on the import screen if the header record is missing or incorrect.
  • Only the PX3 file type is available for import.
  1. In the RS Browser, select the
    Returns Processing
     tab.
  2. Select
    Import/Export
    .
  3. Select
    Import
    .
  4. From the dropdown, select
    Direct K-1
     as the Import Type.
  5. Select the
    Account number
     (XXXX), the
    Tax Year
     (2023), and the
    Tax Type
     (1065).
  6. Select
    Browse for File
    .
  7. Go to the location where the PX3 file is located. Select
    Open
    . The Direct K-1 (*.PX3) file appears following the
    Browse for File
     button.
    note
    The DK-1 import file (*.PX3) must have a valid header record to show up for import.
  8. Mark the checkbox for the import file in the list.
  9. Select
    Import
    .
  10. On the Direct K-1 Import screen, verify the information about the selected entity and make a note of the import batch job number.
  11. Select
    OK
    .
  12. Select the
    Batch Status
     button.
  13. On the Batch Status screen, enter a range of dates in the
    Date Batch Submitted
     section, then select
    Continue
    . This retrieves a list of all batches that fall within the date range specified.
    A list of all batches that fall within the date range specified is displayed.
  14. Select a
    Batch ID
     to review the batch status.
  15. If the
    Import Status
     shows a
    Queued for Import
     message, select
    Refresh
     until
    File Import Complete
     is displayed in the Import Status column. Then select
    Cancel
    .

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