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Data import templates

1065 Rental template

The 1065 Rental template import feature helps you populate many fields on the
1065 Rental
 screens. This template is only for the 1065 tax application. Here’s how you can use it effectively:
  1. Get the
    1065_2023_Rental_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_1065_Rental_Detail
       tab
      • Activity Number
      • Address of Property
    • TR_1065_Rental_Group_Detail
       tab
      • Activity Number
      • Address of Property
  2. 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_1065_Rental_Strings
     tab for the necessary values.
  3. Make sure you enter the correct values for the best results.

Template tabs

TR_Setup
  • Header Information
    : includes firm ID, account ID, and locator number. These fields are fixed.
  • 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.
TR_1065_Rental_Detail
  • 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 first for the statement 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.
TR_1065_Rental_Group_Detail
The
Group_Detail
 tab is where you enter data for group data fields. The first two columns and the first two rows are fixed. You can also import multiple rows of data.

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

Organizer > Activity Information > Rental Real Estate > (Name) > Rental Real Estate Activity.

This article applies to:

  • PRODUCT: ONESOURCE Income Tax Express RS
  • Subject: Export,Import

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