Hi All!Is it possible to use the SDK to read and export information like:W2 | Employer Name1099-INT | Name of Payer1099-R | Name of PayerK1 | Name of EntityI would like to use this information to compile a custom document request form from clients every year based on the documents they had in the previous year.Is this possible?Rich :)

R

richiethetaxpro

Level 2

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Is it possible to export W2 employer name?

Forum|Forum|6 years ago
October 22, 2019
2 replies
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Hi All!

Is it possible to use the SDK to read and export information like:

W2 | Employer Name
1099-INT | Name of Payer
1099-R | Name of Payer
K1 | Name of Entity

I would like to use this information to compile a custom document request form from clients every year based on the documents they had in the previous year.

Is this possible?

Rich :)

This topic has been closed for replies.

Best answer by DatabaseRobert

Short answer: No.

Longer answer: Yes.

Somewhat involved answer: Not the way you are thinking.
You canNOT just say, "Show me all Client# detail files that have 'Lockheed-Martin' in the page10/W-2 code800/Employer Name field."
You *can* say, "show me all W-2s FOR THIS CURRENT CLIENT that I am looking at, which have 'Lockheed-Martin' in the Employer Name field."

Really involved answer: Using an external program, reach out and iteratively open every single detail file.
Copy every line of detail.
SAVE every line of detail into your separate, external repository.
Move on to the next detail file.
Once you have them all there, THEN the answer is, "Yes, you can now query against your external data, and arrive at all W-2s issued by CompanyX."

Anticipate this taking a while, and running to a really large file.
(For years prior to TY2018, I was able to use Paradox (database program) and another user's very good binary file extraction process to do just such an extract.
TY2017 we processed around 2250 returns (97+% IND, ~70 total FID, maybe 50 total across SCO + COR + PAR + GIF), and my extracted data file runs to 768,038 lines of detail, and is 133.5MB in size.)

Robert

D

DatabaseRobertAnswer

Level 6

Short answer: No.

Longer answer: Yes.

Somewhat involved answer: Not the way you are thinking.
You canNOT just say, "Show me all Client# detail files that have 'Lockheed-Martin' in the page10/W-2 code800/Employer Name field."
You *can* say, "show me all W-2s FOR THIS CURRENT CLIENT that I am looking at, which have 'Lockheed-Martin' in the Employer Name field."

Really involved answer: Using an external program, reach out and iteratively open every single detail file.
Copy every line of detail.
SAVE every line of detail into your separate, external repository.
Move on to the next detail file.
Once you have them all there, THEN the answer is, "Yes, you can now query against your external data, and arrive at all W-2s issued by CompanyX."

Anticipate this taking a while, and running to a really large file.
(For years prior to TY2018, I was able to use Paradox (database program) and another user's very good binary file extraction process to do just such an extract.
TY2017 we processed around 2250 returns (97+% IND, ~70 total FID, maybe 50 total across SCO + COR + PAR + GIF), and my extracted data file runs to 768,038 lines of detail, and is 133.5MB in size.)

Robert

D

DatabaseRobert

Level 6

Having said all of that...

Reading your *actual* *question* a little bit more closely, something such as "create a custom feedback form for This Particular ClientX" is absolutey possible, and should be comparatively trivial to do. (Because at any given time, you are only dealing with a single client's detail.)

Become familiar with the "Series #" information for the pages that you care about. 10/Wages is series11, 11/Interest is series12, 12/Dividends is series13, 13/Rental is series14, 16/business is series51... but page3/Direct Deposit information is series5100, and the various 20.X (K-1 items) are each separate: 20.1 PAR is 55, 20.2 SCO is 56, 20.3 EST is 57, 20.4 REMIC is 58.

Essentially everything you will care about will use code800 for the name, so that's really easy.

Robert

R

richiethetaxproAuthor

Level 2

Hi Robert! Thank you so much for the information!

I'm glad to know it's possible :)

Do you freelance doing this kind of work? Would I be able to hire you to help me do this?

Thanks!

D

DatabaseRobert

Level 6

I do, and you can; far be it from me to stop people throwing money at me.

However, as I was getting into the car last night I had the thought, "Lacerte already does this work and we pay to get it; it's called the Organizer." The Wages & Pension pages have the column of just-the-names, the Business & Rental & Partnership pages each have the name (and/or location, for Rentals) at the top...
...why not just do a limited-print, "Partial Organizer", for just those pages? 10, 11, 12, 16, 18, (17 if you want Farm, too; we don't do too many), all 20.X, send to printer.

Heck, you could even do them up in advance (print the entire client list), save them to PDF instead of paper, and just print out the paper one when you started working on the client. Easy to forward the PDF to a client in email, too, since it already exists.
(My first thought was to use the input sheets, because you can limit those to JUST 10p1 and 20.1p1--the pages where the names are--rather than getting ALL the pages for that property (like the Organizer would do). The advantage to using the Organizer version of the page is that for W-2 and 1099 pages, you can get several of them on a single sheet.)

.

I guess what I'm driving at is, "What kind of page are you looking for?" What's it going to do for you?

Robert

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