TXF (Tax Exchange Format)

Forum|Forum|5 years ago
August 26, 2020
4 replies
45 views

So, Tax Exchange Format (TXF) can be utilized within most Intuit Products including ProSeries that we utilize. This can be a HUGE time saver for input for various tax forms and lines beyond basic W2. This is a way to import any data to any form/line number from other sources (such as work papers, etc).

I have an old Tax Exchange Format doc from 2011 and would like help and obtaining a current document that can be utilized that shows mapping to all forms/line numbers.

Who can I contact/speak to about this? General Intuit/Proseries support has absolutely no knowledge and further doesn’t even know what I am talking about or requesting.

If anyone can provide direction or additional information it would be much appreciated.

ProSeries Professional

This topic has been closed for replies.

qbteachmt

Level 15

What version do you have? I don't see that this has been updated since V42. Are you asking about this (example):

http://support.moosetechsoftware.com/solutions/txfspecs42.txt

And of course, you can start from csv, using tools such as:

http://easytxf.com/

Although this topic is dated, there is an Intuit VP responded here, and he makes one comment that the ProSeries implementation of txf isn't quite the same as for TurboTax:

https://personaleffects.blogspot.com/2009/03/turbotax-txf-specification-for-stock.html

However, it should be noted that txf is not Intuit's, but standard (open). Similar to ofx data being the financial institution standard.

I found this, too:

https://developer.aliyun.com/mirror/npm/package/txf-generator

Scroll at least half way down on this one, to bypass the changelog:

https://github.com/simonmichael/hledger/commit/da3ee26862ca41cf554cd59362c1d410ab107b22

And here's another sample file for reference:

https://www.dan.info/sampledata/download.txf

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R

rhbrodyAuthor

Level 2

I have version 42 as well. V42 provides a lot more transaction level details beyond 8949 and brokerage transactions, but at the same time doesn't cover a lot of the common forms/lines instituted since 2011.

It would be nice to have this information available to users or a much broader import functionality (akin to API for cloud-based software) to really modernize and streamline our processes and data entry activities.

Your response is much appreciated!

qbteachmt

Level 15

"akin to API for cloud-based software"

Like this?

https://wiki.tcl-lang.org/page/Taxes+and+TXF+file+import

There is a script there.

On these forums, Intuit hosts a Lacerte SDK, but I've never seen anything for ProSeries.

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