File format for use with Return XML
Use the Return XML templates to begin with a well structured file. This file format's based upon the XML (Extensible Markup Language) standards which define a set of rules for encoding documents in a format which is human and machine readable.
Use the Return XML templates to begin with a well structured file. This file format's based upon the XML (Extensible Markup Language) standards which define a set of rules for encoding documents in a format which is human and machine readable.
Use these applications to open and edit your XML file:
About the XML file
The first 3 rows of a Return XML file are:
<?xml version="1.0" encoding="utf-8"?>
<Return xmlns="http://www.thomson.com/Ria/DataExchange">
<ReturnData documentCount="1" Return="X1234L" Flag="H">
- The first 2 rows are mandatory and can't be changed. These rows inform the system what to expect and the standards followed.
- ReturnData documentCount="1" = indicates data for 1 return.
- X1234L = locator number. To export data for this return and import into another locator, you can use Notepad to change the locator number you want to import this data into.
- The flag "H" informs the system to delete all mapped data that exists in a specific document ID and import data from the file. A use case for this is if Form 2106 exists in the import file, then all mapped data in the Form 2106 folder will be deleted prior to import.
- You can modify records after the header.
About the file set
The file set is a zip file containing 2 files for each tax application. Go to file downloads to download the Return XML file sets.
The file set is a zip file containing 2 files for each tax application. Go to file downloads to download the Return XML file sets.
Return type | File sets | Files |
|---|---|---|
1040 | YYYY RXML 1040 PFS YYYY-MM-DD.zip | AIEX3_BUILD_REPORT.XLS, TTA1040IEX3Schema.XSD |
1065 | YYYY RXML 1065 PFS YYYY-MM-DD.zip | PIEX3_BUILD_REPORT.XLS, TTA1065IEX3Schema.XSD |
1120 | YYYY RXML 1120 PFS YYYY-MM-DD.zip | CIEX3_BUILD_REPORT.XLS, TTA1120IEX3Schema.XSD |
note
Preparers should use build reports for cross-referencing values. Programmers should use schema files to learn the XML elements and rules for the data to properly structure field length, field type, field precision, etc.
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