Sample header record for 990, 1041, 1065, 1120, 5500, and 706 returns
The header records for the 990, 1041, 1065, 1120, 5500, and 706 tax applications share an identical structure containing 6 data fields, including the taxpayer entity name, client code, file source, and Replacement Flag.
The following is an example of a 1120 header record:
PD2165,"State Electric Utilities, Inc","","72-9876543","","U"
Data fields are explained in the following table.
Field | Contents | Explanation |
|---|---|---|
1 | Tax return locator code | 6-character alphanumeric code used to identify a tax return |
2 | Taxpayer entity name line 1 | Taxpayer entity name line 1, maximum 45 characters |
3 | Taxpayer entity name line 2 | Taxpayer entity name line 2, maximum 45 characters |
4 | Client code | Optional alphanumeric code used to categorize tax return, maximum 20 characters |
5 | File source | System-generated code identifying the source of the export file; optional for import files, maximum 9 characters |
6 | Replacement Flag | Mandatory; must be one of 4 valid values, maximum 1 character |
Additional details
Field number 1 always appears in a Tax Return Import/Export export file but is optional in an import file. If you populate it in an import file, the application updates the specified tax return locator. If you don’t populate it, the application creates a new tax return database for the specified tax return type.
Field number 5 is not used by Tax Return Import/Export and is not imported into the target tax return database. This field is informational only.
