Filename requirements for Data Connection import/export
- The filename for a Tax Return import/export file is created by the export program. The filename root is identical to the 8-character filename root of the tax return locator being exported.
- The filename for an import file is limited to 30 characters, including the 4-character filename extension. The filename can include spaces but can't include special characters prohibited by the Microsoft DOS 8.3 file naming conventions. If the filename exceeds 30 characters, the file won't upload to the servers and can't be imported.
- The filename extension is determined by the tax application and tax year of the locator.
Tax application | Code | Tax year file name extension |
|---|---|---|
1040 | A | .AXY, where Y is the tax year |
1041 | F | .FXY |
1065 | P | .PXY |
1120 | C | .CXY |
990 | E | .EXY |
note
When creating an import file from Excel, save the file as a CSV file (comma separated values), then rename the file with the right extension from the Filename and extensions table.
Related Content
-
About Data Connection
Format:
Article,
1 min read
