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Create a Delimited Header File
After selecting a form from the tax form group, IMU populates the destination view with a list of destination fields specific to that form's schema. If your source file includes a descriptive header record with field names exactly matching any or all of those displayed in the destination view, the Map by Name procedure can be used to automatically map each source field to its respective destination.
To facilitate the creation of such a header record, the Create a Delimited Header File tool should be used. Once a header has been created, it can be pasted into Excel or any other text editor that contains your source file. You can then edit this file in order to remove unwanted fields and columns.
To create a delimited header file,
IMU will suggest a filename (e.g. 1099MISC_2021_Header_Comma) based upon the delimiter and tax form selected. By default, this file will be saved with a TXT extension in the folder 2021MAPS\HEADERS located within the installation folder (e.g. IMPORT\2021MAPS\HEADERS).