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Prepare a source file to import new entities

You can prepare a Microsoft Excel spreadsheet to use to import new entities and create new binders.
Use this format for the source file.
note
If any of the required elements are missing or any data element is invalid, the entity won't import.
Record format for entity import source file
Import Item
Required
Description
Entity Type
yes
Must be a valid entity type:


Top Con


Sub Con


Div Con


Single


Parent


Subsidiary


Division


Elim


Partnership

Return Type
yes
Must be a valid return type:


1120


1065


1120F


1120L


1120PC


1120RIC


1120S


1120REIT

Company Name
yes
Entity name, 45 characters
Company Name, line 2
no
Entity name line 2, 45 characters
Company Number
yes
Used for batch importing and international processing. Required for international filing types foreign entity or foreign tax credit. 10 characters
Street Address
no
Entity address, 45 characters
City
no
Entity city, 20 characters
State
no
Valid 2 letter abbreviation
Zip/Postal Code
no
Entity zip code, 10 characters
Country
no
Country of operations, 25 characters
Federal Employer ID Number
yes
Required with return types:


1120L


1120PC


Single


Parent


Sub


Division


Elim

Fiscal Year Beginning Date
no
Entered only if using a year other than a calendar year; can be in either format: mm/dd or mm/dd/yyyy
Date of Incorp/Date Business Started
no
Entity date of incorporations, mm/dd/yyyy
Incorporation State
no
Valid 2 letter abbreviation
Incorporation Filing Type
no
Foreign Tax Credit or Foreign Entity, if an international return; valid only with a return type of 1120C
International Div Con Data Entry Level
yes
Used to specify whether sourcing will be completed at the branch (division binder) or the div con level; import an X to mark the option; required for Divisional Consolidation binders with an international filing type of Foreign Entity or Foreign Tax Credit
Income Tax Binder Name
no
Binder name of the new binder to be created; defaults to New Binder if the year is entered and this field is left blank
Income Tax Binder Year
yes
Tax year of the binder to be created; this should be the prior year to allow for entry of beginning balance sheet and state property factors; yyyy format


Valid years can start in 1999 and end with the current tax year; any year before 2002 is invalid when using a return type of 1120PC or 1120L

Provision Binder Name
no
Binder name of the new binder to be created; defaults to New Binder if the year is entered and this field is left blank
Provision Binder Year
yes
Tax year of the binder to be created; required if the provision binder name is defined, yyyy format

This article applies to:

  • PRODUCT: ONESOURCE Income Tax
  • Subject: Import

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