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Workpapers custom templates - NextGen

Required fields for mapping

Map all required fields in the Workpapers NG add-in to avoid errors during Get/Set operations.
Fields marked with an asterisk (*) are required identifiers for Get/Set operations to succeed. If you don’t map all the required fields, an error will occur.

Identifier fields

The following fields are required identifiers. Map these fields based on your import scenario:
Year*
Always required.
Entity Number*
Always required. Case sensitive.
EntityNumberEndOrDepth*
Required when importing into multiple companies at a time.
BinderGroup
Required if
BinderName
 is not mapped.
BinderName*
Required if
BinderGroup
 is not mapped.
EntityType
Required if the
Entity Number
,
Entity Name
, and
Binder Name
 combination is the same across different return types.
EntityName
Required if multiple entities share the same
Entity Number
.

Required fields by import scenario

Single Binder Import:
 Map the following fields:
  • Year
  • Entity Number
  • Binder Name
Binder Group (multi-company) Import:
 Map the following fields:
  • Year
  • Binder Group
  • Entity Number
  • EntityNumberEndOrDepth
     — map this field last.

Template fields

Custom templates for screens with
Interesting
 fields and
Group
 fields have additional required fields for Get/Set.
Any field mapped for Get/Set using
Add New
 in the Organizer is an
Interesting
 field. The task pane identifies these fields with an asterisk. Map all
_EndOrDepth*
 fields to identify rows for import.
Example:
 To Get/Set the Foreign Partnership Form 8865 Item F, map both the
Foreign Partnership Name
 field and the
Certain Other Partner Name
 field.
note
Additional information about the
EndOrDepth
 element:
Requirement
Certain forms require the
EndOrDepth
 element when mapping group data.
Purpose
The
EndOrDepth
 element defines the last member in a data group.
Identification
If a form requires the
EndOrDepth
 element, it appears in the XML Source pane.
Naming convention
These elements use a specific suffix at the end of the element name:
*_EndOrDepth
.

Examples

Binder Group:
 Map
Year
,
BinderGroup
,
EntityNumber
, and
EntityNumber_EndOrDepth
. Follow these rules:
  • Don’t include multiple binders for an entity in the same Binder Group.
  • Don’t include multiple return types in the same Binder Group.
  • Don’t include entities with the same
    Entity Number
     in the same Binder Group.
  • If the entity is not in the identified Binder Group, an error will occur.
Multi-Company Import:
 Map
Year
,
EntityNumber*
,
BinderName*
, and
EntityNumber_EndOrDepth
 in columnar or row format.
Group Data Import:
 Follow these steps when mapping group data:
  1. Enter
    EntityNumber_EndOrDepth
     for each row or column to import for the group.
  2. Define the
    Group_EndOrDepth
     by row or column. Map this before
    EntityNumber_EndOrDepth
    .
  3. Map
    EntityNumber_EndOrDepth
     last, before you select
    Get
     or
    Set
    .

This article applies to:

  • Subject: Workpapers