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Tax return import / export

Validation errors

Error
Explanation
Invalid data: 'XYZ' is not a valid value
This happens if importing data into a checkbox, radio button, or dropdown and 'XYZ' isn't one of the storage values for that field. For example, if importing into a checkbox, use the X and NULL values.
Invalid data: ‘XYZ’ is not a valid date or in the expected format of MM/DD/YYYY, M/DD/YYYY, MM/D/YYYY, M/D/YYYY, or MMDDYYYY
This happens if importing into a date field and ‘XYZ’ isn’t formatted as either MM/DD/YYYY, M/DD/YYYY, MM/D/YYYY, M/D/YYYY, or MMDDYYYY.
Invalid data: doesn’t agree with the defined data type
This happens if importing alpha characters into a numeric field or vice versa.
There should be 9 columns in the row for TRT
The data record doesn't have exactly 9 columns in it.
There is no blank line at the end of the file and thus the last line of the import file will fail to import
The last line in your spreadsheet/file should be blank so that all previous records are imported.
Form and field combination require copy / group / subgroup / grouping4 /
This happens when importing into a field that's part of at least 1 group and a group number hasn't been specified in the proper column.
File must be encoded as ANSI
The file contains some invalid characters that can't be read or the file is not in the required CSV file format. If you used Excel to save the CSV file, make sure you select the regular CSV option, not the CSV UTF 8 option. Using the UTF 8 option might create invalid characters and won’t be readable on import.
Warnings a validation report
Warning
Explanation
Invalid data: 'XYZ' is longer than the allowable length of number - data will be truncated
The data value 'XYZ' is longer than the maximum length of the field and 'XYZ' will be truncated when imported.
Copy / group / subgroup / grouping4 / grouping5 value set to # but not needed for form and field combination so will be ignored
This happens when importing into a field that's not a part of at least 1 group, but at least 1 number in a group column exists that doesn't need to be there.
Invalid form name
The form name for this data record doesn’t exist.
Invalid field name for Form ABC
The form name ABC for this data record is valid but a field with this field name doesn’t exist.
important
Validation errors typically prevent the file from importing. Direct K-1 will let the import of files containing errors for 1 year only to assist customers with the transition to error-checking and import file validation. Line with errors won't import; other valid lines will import. Warnings still let the file to import.
In summary, the 3 status messages for tax return import are:
  • File Import Complete - Import Successful
  • Validation Warning on Import File - Import Successful
  • Successful Import with Validation Error

This article applies to:

  • Subject: Import,Export

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