How to Import TXF Files to ProSeries & Lacerte
Step-by-step guide to importing DynaTax AI tax data using TXF (Tax Exchange Format) into Intuit ProSeries and Lacerte Professional. TXF V042 specification with automatic Schedule C line mapping.
What is TXF Format?
TXF (Tax Exchange Format) is an industry-standard ASCII text format for exchanging tax data between software applications. Version V042 is the current standard supported by Intuit ProSeries, Lacerte, and TurboTax.
Advantage: TXF auto-imports into ProSeries/Lacerte with proper Schedule C line mapping. No manual data entry required - transactions flow directly to correct tax form lines.
TXF Reference Numbers
DynaTax maps transactions to proper TXF reference numbers for Schedule C:
- #293-#319: Schedule C expense categories (Advertising, Car & Truck, Office Expense, etc.)
- #685: Schedule C gross receipts (business income)
- #686: Cost of Goods Sold (COGS)
Import Steps for ProSeries
- Export TXF from DynaTax: Click "Export to ProSeries" and download the `.txf` file
- Open ProSeries: Load the client's return (Form 1040)
- Import TXF: File → Import → TXF File
- Select File: Browse to the downloaded `.txf` file
- Review Import: ProSeries shows a preview of imported transactions with TXF reference numbers
- Confirm Import: Click "Import" - data flows to Schedule C automatically
- Verify: Open Schedule C worksheet and verify all transactions imported correctly
Pro Tip: Review the import log for any warnings or errors. Low-confidence transactions (red flags in DynaTax) should be manually verified before filing.
Import Steps for Lacerte
Lacerte (also by Intuit) uses the same TXF V042 format:
- Export TXF file from DynaTax (click "Export to Lacerte")
- Open Lacerte and load client return
- File → Import → Tax Data Exchange (TXF)
- Browse to `.txf` file and click Import
- Review import summary and confirm
- Navigate to Schedule C to verify imported transactions
Frequently Asked Questions
Does TXF work with all entity types?
TXF V042 primarily supports Schedule C (sole proprietors) and some personal return schedules. For S-Corps, Partnerships, and C-Corps, use Drake Trial Balance format or manual data entry.
Can I edit transactions after TXF import?
Yes. All imported transactions appear as editable line items in ProSeries/Lacerte. You can modify, delete, or add new transactions after import.
What if the import fails?
Check that you're using the correct TXF version (V042). Ensure the file is not corrupted. If problems persist, fall back to CSV export and manual entry, or contact DynaTax support.