Import a DIF file into allocation and apportionment
Import and export Allocation & Apportionment (A&A) data for Forms 1065 and 1120 using DIF templates and spreadsheet files in A&A Data Entry.
For 1065 and 1120, use the provided templates for importing and exporting data with A&A Data Entry. To transfer A&A factor details, tabulate them in the spreadsheet, save it as a DIF file, and import it into A&A Data Entry. You can also export details from Data Entry to a DIF spreadsheet file.
note
Download all the current DIF templates from the landing page of your product and select
Data imports and exports
.Before importing, save the Microsoft Excel file as a DIF file by selecting
File
, then Save As
, then DIF
(Data Interchange Format) in your spreadsheet application.Don’t insert rows or columns in the spreadsheet, as the KAT template needs to remain unchanged.
Detach and save the templates:
- Right-click the ZIP file, and selectSave Target As.
- Detach into a designated folder on your hard drive.
- Expand the ZIP file into its 2 components.
- For 1065:1065_AA.DIFand1065_AA.KAT
- For 1120:1120_AA.DIFand1120_AA.KAT
- Import the data into the tax application: Use theImport DIFwindow to import the data in the source file into the tax application.noteMake sure the DIF/KAT file selected is the correct return type for your import.
- Standardize your spreadsheet format (layout) so that it can be used for other clients.
- Save a version of the spreadsheet as a DIF file.
- On the top menu, selectTools, thenImport.
- In theDIF Import Filesection, selectBrowse for Fileto locate the source DIF file.
- In theDIF Template Filesection, selectBrowse for Fileto locate the KAT file. All DIF template files need to have a*.KATextension.
- SelectImport.
