Import tax return data using Return XML
When you queue an import process, several operations begin:
- The import file is validated.
- The DocumentIDs are noted in the import file, and associated DocumentIDs in the tax return will have all data deleted prior to import.
- The import occurs.
- A full recompute is performed.
Import steps
- Go toReturns Processing,Import/Export, and thenImport.
- ForImport Type, selectReturn XML.
- Browse to the return's XML file, and selectNext.
- Review the information in theImport Verification Logwindow and selectOK.
- Select the locator to import into and thenImport.
note
The import files are uploaded by a Thomson Reuters ActiveX program named, WebAttach. This program provides a secure transfer of these data files.
Post import
There'll be 1 DocumentID for items that were deleted. For example, if you started with 3 W-2s at rollover but only imported 1, 1 W-2 will display. If you wish 3 W-2s to be entirely deleted, you'll still have to have 1 in the import file to tell the program to delete the W-2s.
These same rules apply to Section1, 2, or 3. If there are Section 1 group items that are needing to be deleted, then 1 will still have to be entered. An example is dependents. If there are 3 dependents and there are now going to be 2 after import, then enter both dependents for Section1. The system will delete all 3 and then import the 2 new ones.
Additional rules include:
- A simple DocumentID is associated with just 1 form.
- A complex DocumentID is associated with more than 1 form. For example, Profile. Within the Profile DocumentID, there are form names for bank information, dependents, and general information among others, found in the Form Name column. If an import file contains items in the Profile, General Information form name, items in the Profile, General Information form name will be deleted. Other items in the tax return for Profile, Bank Information and Profile, Dependents won't be deleted prior to import.
