About the Direct K-1 file set
The Direct K-1 file set is an Excel workbook listing all fields enabled for import and export. It includes supplementary information such as navigation paths, storage values, data types, and lengths. Direct K-1 file sets (available in the downloads table on the main product page) are zipped with the following name structure:
- TYTY: Tax year (e.g., 2024)
- AAAA: Tax application type (1065)
- MM-DD-YYYY: Release date
Example: TYTY-AAAA-dk1-MM-DD-YYYY.zip
Worksheet columns
Column Letter | Column Title | Column Contents |
|---|---|---|
A | Form name | The form name used in the first column for data records on import files. |
B | Field name | The field name used in the seventh column for data records on import files. |
C | Copy | YES means a data record requires a non-zero value for Copy. |
D | Group | YES means a data record requires a non-zero value for Group. |
E | Subgroup | YES means a data record requires a non-zero value for Subgroup. |
F | Data_Grouping4 | YES means a data record requires a non-zero value for Data_Grouping4. |
G | Data_Grouping5 | YES means a data record requires a non-zero value for Data_Grouping5. |
H | EOrgXREF | The unique identifier for a field (EORG, EOrgXref, Xref, or XrefName). |
I | Length | The maximum length allowed (in characters) for the value in a field. |
J | Data Type | The type of data the field can contain (e.g., DOLLAR or ALPHANU). |
K | Precision | The number of digits allowed to the right of the decimal point for FRACTION data. |
L | Required | YES means this field is on the Required_Fields tab. |
M | Juris | Indicates if a field is federal (F) or state (S). |
N | Description | Long text describing the tax concept of a field. |
Additional Worksheets
- Required_Fields:Common group fields that must be present for proper navigation and calculation.
- Master_Group_Forms:Form names associated with master groups.
- Child_Forms, Master_Group_Children:Special treatment required during import for 1040 tax application type.
- Field_Collections:Groupings where data should be entered into all members if entered into one.
- Field_Collections_Field_Rules, Field_Collections_Group_Rules:Groupings where data should not be entered into the second group if entered into the first.
- Discontinued_Forms, Discontinued_Forms_Fields, Discontinued_Fields:Lists of fields that no longer exist.
- Field_Changes:Existing fields with changed form and/or field names.
- Data_Changes:Existing fields with changed data type or length.
- New_Form_Names, New_Form_Fields:New forms or fields added in a release.
- New_EOrgXREF_Names:New EORGs for existing form names.
- Formatted_Fields:Fields requiring specific formatting.
- String_Values, Discontinued_String_Values, New_String_Values, Changed_String_Values:Lists of string text and storage values.
- Org_Navigation, Txf_Navigation, Wkp_Navigation:Navigation paths to find screens containing the fields.
Related Content
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About Direct K-1
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