Triva isn't available right now.
Check out the support page for our phone number and hours
Solutions
Law firms
Tax, audit & accounting firms
Success stories
-
A true competitive advantage
Law firm Zarwin Baum’s embrace of generative AI as the natural next step in the evolution of legal work and their adoption of CoCounsel Legal has helped them achieve remarkable efficiency gains and improved client relationships.
-
Workflow transformation drives impact
Brinks, a global leader in secure logistics and security solutions, used CoCounsel to reimagine what was possible with AI tools, turning legal challenges into a competitive advantage.
-
The forefront of audit tech
A better auditing workflow solution was the answer to multiple challenges faced by The Mercadien Group. Find out how they achieved greater efficiency by embracing Cloud Audit Suite.
Questions? We are here to help.
Products
Legal
Trade & supply
Tax, audit & accounting
- 1040SCAN
- Audit Intelligence Analyze
- CoCounsel Audit
- CoCounsel Tax
- Ready to Advise
- Ready to Review
- View all
Corporate tax
Recommended products
-
CoCounsel Legal
Transform your work with the only AI legal solution uniting research, drafting, and document analysis in a single experience. Designed by legal experts and built on trusted content and advanced AI, CoCounsel Legal accelerates multistep work so you can better serve your clients and grow your business.
-
CoCounsel Tax
Transform your tax practice with CoCounsel Tax, an AI-powered assistant that combines trustworthy answers, automation, and firm knowledge into one seamless platform. Enhance efficiency, reduce risk, and improve client confidence with CoCounsel Tax.
-
CLEAR
Powerful software designed for law enforcement, compliance, risk, and fraud investigators. Conduct thorough investigations with ease using our intuitive online investigation software. Efficiently, prevent, detect, and solve crime.
Questions? We are here to help.
Purchase
Buy solutions
Resources
Insights
Events
Product training
Product communities
Developers
Highlights
-
2026 SKILLS showcase
Join weekly sessions to experience in-depth demonstrations of the leading legal AI products while connecting with strategic law firm leaders in knowledge management, innovation, and AI.
-
Ghosts on the ledger
Payroll fraud is a major compliance risk. Learn how payroll analytics and AI-powered tools can help exorcise phantom employees and employers.
-
Future of professionals report 2025
The Thomson Reuters Future of Professionals Report 2025 reveals how AI continues to shape professional work — and what it takes to get ahead. This year’s report shows that increased efficiency, productivity, and cost savings top the list of benefits professionals attribute to AI, making it indispensable for organizations facing rapid change.
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 needs to 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. |
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 until November 20, 2025 for tax year 2024, to assist you with the transition to error-checking and import file validation.
Lines with errors won't import; other valid lines will import. Warnings still let the file to import.
With the release on November 21, 2025, we'll complete the rollout of the error checking enhancement for DK-1 imports. This means that for tax years 2024 and 2025, error checking will be enabled and any files with errors will be prevented from importing.
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:
- Product: ONESOURCE Income Tax
- Subject: Export,Import