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Data import templates

Troubleshoot template imports and exports

Imports

You'll know an import has finished when you get a
Data Import Template Import Complete
 message. You can also get the following messages that indicate the template is still importing:
  • locator found - begin processing
  • queued for import
  • queuing for import batch jobs
There can be various reasons why an import didn't finish. Select
Batch Status
, then select details for the particular batch. The import status can be one of the following when issues exist:
  • locator busy, try again
     - this means someone has the return open while the import is queued.
  • Import Failed, Duplicate Important Field Values On XYZ Sheet
     - "XYZ Sheet" is the name of the template type causing the issue in the import file. There is more than one identical name in the required column on the
    Detail
     tab and at least another instance on the
    Group
     or
    Group2
     tabs. Since there's at least two identically named on the
    Detail
     tab, the program doesn't know how to match them on the
    Group
    /
    Group2
     tab. Give unique names on the
    Detail
     tab, or remove the data on the
    Group
    /
    Group2
     tabs if unique names on the
    Detail
     tab aren't possible.
  • invalid or missing required fields
     - make sure all required fields have data and there are no special characters. Review Best Practices for a list of special characters.
  • invalid setup properties
     - The
    Setup
     tab has invalid data.
  • parsing failed
     - Required data is missing on the
    Setup
     tab.
  • import complete with errors
     - This is likely because data type did not match field or data length was longer than field length.
  • no locators parsed
     - The import file didn't have locators.
  • Import failure with a reason for the failure
     - This can happen when the wrong locator is in the import file, there's missing required values, etc.
    • Wrong locator means there is a mismatch between the template and the batch system.
    • The locator number, firm, and account number must be in upper case if they contain alpha characters.
    • The status details will mention
      Duplicate Important Field Values
      . This can affect the broker statement, capital gains, K1, Schedules C & E, or PFIC templates. If there is a duplicate description on the
      Detail
       tab and there is data on the
      Group
       tab, this will occur.
      • For example, if the
        Detail
         tab has the same Name and Ownership combination in 2 or more rows, the system won't know what row to use to match the information in the
        Group
         tab. This will cause it to fail. You can fix this by changing either the Name or the Ownership for one of the rows.
        Rows 4 and 5 will cause an error. Change A4, A5, B4, or B5 to fix it.
        A table with two headers, PFIC/QEF Name and Ownership. Row 2 is skipped. Row 3 says Name 1 in cell A3 and T in B3. Row 4 says Name 2 in cell A4 and S in B4. Row 5 says Name 2 in cell A5 and S in B5
    • Required Data on Sch_K_1_Group Detail Sheet Not Defined in Sch_K_1 Sheet
      . This occurs on the Schedule K-1 templates. Something doesn't match between the
      Group
       and
      Detail
       sheets. For example, the ownership, activity, activity number, K-1 Name, or Federal EIN on the
      Group
       tab doesn't have a corresponding identical match on the
      Detail
       tab. Make sure your activities are sorted on the
      Activity Number
       column on both tabs. Sorting other columns can often lead to entering incorrect information, and if you have hundreds of K-1s in your template, it can take hours to find the mismatch.
    • Import processes, but you cannot find the assets. This is most likely in an 1120 top consolidated return. Import into a lower level return that feeds into the top consol. Asset detail is meant to be entered at the parent or subsidiary level.

Exports

If you attempt to export data from a tax return, the tax return must be closed. If it is not closed, the export will fail. The batch message for that will be
Export Failed
 – and the name of the template. Also, you could possibly see a message similar to
Error: The process cannot access the file because it is being used by another process
.
An export could also fail if the data contains invalid characters. Review Best Practices for a list of special characters.
Another batch message could be
Unable to Export
. The most likely reason is that the data is invalid for what Excel is going to expect for a given field. In the tax return and related to the asset template, one of these fields is labeled
Date placed in service (Print only)
. If a non-date value is entered in this return field such as
VAR 2024
 or
06/01/24
, the value must be in the following format, such as
06/01/2024
. The Excel formatting for that field is a date, and we are preventing a non-date value from being exported. Please change the data to a date in the format xx/xx/xxxx.

This article applies to:

  • Product: GoSystem Tax RS
  • Subject: Export,Import

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