Import Contexts
for 1040 Tax Prep Software

There are three possible import contexts:

  • Menu: Provides flexibility and simplicity, especially for newly-supported tax documents.
  • Interview Topic: Remind users of import support.
  • EIN-Specific Interview: Convenient experience where EIN database is maintained.

Menu

In both desktop and online versions, provide menu option to allow user to upload file or directly import their data.

File Upload
File import menu

Browse to the file. Replace 'TXF' with 'JSON, PDF, or TXF'.

File import JSON
Direct (API)

Since many non-financial institutions issue tax documents, don't limit this this to "Financial Institutions".

Interview Topic

At the beginning of the K-1 interview experience, prompt the user to upload or directly import their K-1 data.

EIN-Specific Interview
(Direct Import Only)

Ask for the partnership EIN as the first interview item.

If this EIN is from a known partnership API relationship, prompt the user to electronically import their K-1 data.