Exporting Sales Information from ONESOURCE Trust Tax for Import into TurboTax or UltraTax CS

Exporting Sales Information

Process 1099 returns for the accounts that have the sales information you want to export. You must process 1099 returns. Processing worksheets or tax return projections will not update the sales information.
Select
REGISTERS
.
Navigate to the registers in the
1099 Filing Review
base category.
Select the
Export Register
check box for one of the following:
The
Form 8949 Sales Information by Recipient
base register (or a custom register created from this base register)-If you want to export sales information in a file format that can be imported into TurboTax.
The
1099-B Sales Information by Recipient
base register (or a custom register created from this base register)-If you want to export sales information in a file format that can be imported into UltraTax.
The following graphic shows the
Export Register
check box selected for the
Form 8949 Sales Information by Recipient
base register.
Select
Export
.
On the Ask Dialog page, select the file format. The following table lists the file formats available for selection:
If you selected
Text (.txt)
or
CSV (.csv)
as the file format, then select the delimiter from the
Choose Delimiter
drop-down list. Selecting
Comma
generates a comma-delimited file. Selecting
Pipe
generates a pipe-delimited file.
Select the
Append timestamp to filename
check box if you want to append the date and time the file was created to the file name.
Select OK.
Complete the following to retrieve the file:
Select
HOME
then
Admin
.
If the export has not completed, it is listed under the
Current Requests
collapsible section with
Export Register
displayed in the
Request Type
column. Select
Display
until the export completes and is no longer visible under the
Current Requests
collapsible section.
Under the
Request History
collapsible section, find the
Export
request type and
Register
request option.
Select the link in the
File Name
column.
A message displays at the bottom of ONESOURCE Trust Tax that asks if you want to open or save the file.
Select the down arrow to the right of
Save
then select
Save as
. The Save As window displays and allows you to save the file where you want to save it and with the file name you want to save it as.
If you open the file with a file compression utility (such as WinZip), you will see that there is a file for each recipient. The files are named with the recipient’s name, the last four digits of the recipient's SSN or EIN, and the tax year.
Individual .txf files can be provided to the recipient for import into the recipient's desktop edition (CD or download) of TurboTax.