1040 Schedule C and E templates

Get the
1040_2023_Sch_C_Template.xlsm
or
1040_2023_Sch_E_Template.xlsm
file from the file download page and download the template. This is your starting point for data import.
Required fields for import:
TR_Setup tab
Firm ID
Account ID
Year
Tax Type
Locator
TR_1040_Sch_C_Detail
tab
Owner
Activity Number
Activity Name
Federal EIN
TR_1040_Sch_C_Group_Detail
tab (only required if importing group detail)
Owner
Activity Number
Activity Name
Federal EIN
TR_1040_Sch_E_Detail
tab
Owner
Activity Number
Activity Name
TR_1040_Sch_E_Group_Detail
tab (only required if importing group detail)
Owner
Activity Number
Activity Name
If macros are enabled, selecting a field with a fixed value will trigger a pop-up dialog. Choose the correct value from the description provided, and it will automatically populate the field. If you prefer not to use macros, refer to the
TR_1040_Sch_C_Strings
and
TR_1040_Sch_E_Strings
tab for the necessary values.
note
Make sure you enter the correct values for the best results.

Template tabs

Header Information
: includes firm ID, account ID, and locator number. These fields are fixed and only the 1040 tax application is available for this import.
Activity Number
: You must enter an activity number that matches the tax return’s activity number for a successful import. If you are unsure, export the file first to get the correct details.

Data Entry
: Enter your data here. The first and second rows are fixed.
Column Order
: The first column must stay as the first column. You can move or delete the remaining columns as needed.
Multiple Rows
: Each row represents a separate asset. Ensure each row has the correct locator number from the TR_Setup tab.
note
Data in the return will be deleted prior to import. If you have data in the return you wish to save, export it first for the detail.
An export will prepopulate the required columns on the Detail and Group Detail tabs based upon return data. This can be useful as we have had support calls in the past about how data relates between the Detail and Group Detail tabs.

Checking Field Details

Field Info
: To see which column heading transfers to which field, right-click on the field in the Organizer screen, select
Field Info
, and check the details.

Navigation for fields in the brokerage statement template