File types and filename requirements
- To import data into alocator, you'll need to use either a text file or a JSON file. For an example of either file, you can export alocator.noteTo export a locator, go toReturns Processing,Export, then select eitherTax Return Exportto export a text file orTax Return Export – JSONto export a JSON file.
- The default file name for an exported file is the tax application letter followed by the 6-digitlocatorID.
- 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 |
5500 | Y | .YXY |
706 | R | .RXY |
709 | S | .SXY |
important
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.
