| The Import Mapping
Utility, which is included with Account Ability at no extra
charge, converts spreadsheets and delimited text files (comma, tab,
pipe) to a format compatible with Account Ability. The main window, shown
below, contains two list views — a source view on
the left and a destination view on the right. After making
a selection from the Tax Form drop down list, the destination
view is populated with Account Ability's layout (schema) for the
tax form selected. After opening your source file from the Source
File group, the source view is populated with the fields comprising
the first (header) record of source data. In order to create a
mapping, simply drag fields from the source view to their respective fields
in the destination view. When done, click the Execute button
and your entire source file is mapped to one which can now be imported into
Account Ability.
The Import Mapping
Utility supports forms 1094-C, 1095-C, 1095-B, 1098, 1098-C, 1098-E,
1098-F, 1098-T, 1099-A, 1099-B, 1099-C, 1099-CAP, 1099-DIV, 1099-G, 1099-INT,
1099-K, 1099-LTC, 1099-MISC, 1099-NEC, 1099-OID, 1099-PATR, 1099-Q, 1099-R,
1099-S, 1099-SA, 3921, 3922, 5498, 5498-ESA, 5498-SA, W-2G, W-2, W-2C,
Clients (Filers, Entities), ACA 1095-B Sponsors, and large ALE Group Members.
Rollup and Append Options — Prior to
importing a delimited text file, Account Ability will request that you
specify the type of import desired: Rollup or Append.
If you specify Rollup, returns for the same recipient are automatically
combined into a single return; if you specify Append, returns
are appended to the end of file.
Import IRS Pub. 1220 and SSA EFW2 Transmittals — Account
Ability can import current year and prior year transmittal files that
comply with IRS Pub. 1220 and SSA EFW2 specifications.
Roll Forward Any Part of Your Database Each Year — Since
it is not always desirable to roll forward all returns each year, you
select which returns to roll forward and whether or not to initialize
them for a new calendar year.
Import Another Filer's Returns — One
filer can easily import another filer's returns of the same type.
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