How to Import DynaTax AI Data into ProSeries & Lacerte with TXF
Export Schedule C bookkeeping data from DynaTax AI as a TXF (Tax Exchange Format) file and import it into Intuit ProSeries or Lacerte, with each transaction mapped to a Schedule C expense code.
What Is TXF?
TXF (Tax Exchange Format) is a plain-text interchange format that tax software can read directly. DynaTax AI generates TXF version V042 files, which ProSeries and Lacerte both accept. Each record carries a reference code that tells the tax software which Schedule C line the amount belongs on, so imported data lands on the right lines without retyping.
Exporting the TXF File
- In the pro portal, open Clients → select a client → Bookkeeping → Export.
- Find the TXF (Tax Exchange Format) card — it lists ProSeries / Lacerte as the target software and appears only for Schedule C clients.
- Click Export to TXF. The download is named
{clientId}_ProSeries_Lacerte_{taxYear}.txf.
How Categories Map to TXF Codes
Every record in the file is a Schedule C item. DynaTax AI maps each transaction category to a TXF reference code in the 301–319 range, plus two codes outside it:
- 301: Rent or Lease
- 302: Supplies
- 303: Other Expenses
- 304: Advertising
- 306: Vehicle Expenses
- 307–318: the remaining Schedule C expense lines — Commissions and Fees, Employee Benefits, Legal and Professional Services, Insurance, Interest (Mortgage and Other), Office Expenses, Pension and Profit Sharing, Repairs and Maintenance, Taxes and Licenses, Travel, and Utilities
- 319: Wages
- 685: Contract Labor
- 686: Meals (50% deductible)
Confidence Checks Before Export
Every AI-categorized transaction carries a confidence score, and the export enforces it:
- Below 60% average confidence: the export is blocked until low-confidence transactions are reviewed. Firm owners and admins can bypass the block after confirming.
- 60–80%: the export proceeds with a warning — spot-check the flagged categories.
- Above 80%: the export runs clean.
Review low-confidence transactions in the client's bookkeeping workspace before exporting — fixing a category in DynaTax AI is faster than reclassifying it after import.
Importing into ProSeries
- Open the client's Form 1040 return in ProSeries.
- Use ProSeries' TXF import (under the File/Import menus) and browse to the downloaded
.txffile. - Review the import preview, then confirm the import.
- Open the Schedule C worksheet and verify the totals — especially the Other Expenses line, where unmapped categories land.
Menu names vary between ProSeries versions — consult Intuit's documentation for your version if you don't see a TXF import option where you expect it.
Importing into Lacerte
Lacerte reads the same V042 file — there is no separate DynaTax AI export for it:
- Open the client return in Lacerte.
- Use Lacerte's tax-data/TXF import and select the
.txffile. - Review the import summary and confirm.
- Check Schedule C, including the Other Expenses line, against your DynaTax AI reports.
Frequently Asked Questions
Why don't I see the TXF option for my client?
The TXF card appears only for Schedule C (sole proprietor) clients. For 1120-S, 1065, and 1120 entities, use the Drake Trial Balance export or a CSV format — see the Drake Export Guide.
What's the difference between the TXF export and the ProSeries CSV?
TXF is the machine-readable format that ProSeries and Lacerte import directly onto Schedule C lines. The ProSeries and Lacerte CSV exports are spreadsheet files with tax category mappings, intended for review or manual entry, and they support all entity types.
Can I edit transactions after the import?
Yes — imported amounts are regular entries in ProSeries and Lacerte, which you can adjust like any other data in the return.
What if the import fails?
Confirm the file downloaded completely and has the .txf extension, and that your software version supports TXF import. If problems persist, use the ProSeries or Lacerte CSV export as a fallback for manual entry, or contact DynaTax AI support.