Sample header record for 1041, 1065, 1120, 990, 5500, and 706 returns
This is an example of a 1120 header record:
PD2165,"State Electric Utilities, Inc","","72-9876543","","U"
Data fields are explained in the following table.
Field | Contents | Explanation |
|---|---|---|
1 | Tax return locator code | 6-character alphanumeric code used to identify a tax return |
2 | Taxpayer entity name line 1 | Taxpayer entity name line 1, maximum 45 characters |
3 | Taxpayer entity name line 2 | Taxpayer entity name line 2, maximum 45 characters |
4 | Client code | Optional alphanumeric code used to categorize tax return, maximum 20 characters |
5 | File source | System-generated code identifying the source of the export file; optional for import files, maximum 9 characters |
6 | Replacement Flag | Mandatory; must be one of four valid values*, maximum 1 character |
Additional details
- Field number 1 will always be populated in an export file, but is optional in an import file. If it's populated in an import file, the specified tax return locator is updated. If it's not populated, a new tax return database for the specified tax return type is created.
- Field number 5 isn't used by the Tax Return import/export feature and isn't imported into the target tax return database. This field is informational only.
