Selecting an Import File

Selecting an Import File (ASCII Text)

(1095, 1098, 1099, 3921, 3922, 5498, W-2G, W-2)

File Import ASCII Text File

Account Ability can import Information Returns and Annual Wage Reports from comma delimited ASCII Text Files that conform to a pre-defined record layout ("Schema").

Procedure:

•	Open the tax form to be used.

•	From the File menu, select Import ASCII Text File

•	Locate the text file to import and click Open.

All schema contain a Client ID field which can be used as a filter when importing various client returns from a single text file. A filtered text file is a text file that contains at least one record with a specified Client ID. If Account Ability detects that your import file is filtered, the Filtering Option Dialog is displayed.

Notes

•	When importing Information Returns, this selection is disabled for Correction Clients.

•	Use the selection Sample ASCII Import Files on the Help menu to display a list of sample text files that Account Ability can import. These files are included as a reference for those users interested in building an interface between Account Ability and their host application.

•	The Import Mapping Utility (see the Module menu) facilitates the job of mapping delimited text files to text files that Account Ability can import.