Importing Client DataXchange Data

Client DataXchange allows you to import information to Estate (706) tax returns from a file created by estate planning systems, such as CCH® ViewPlan and EstateWorks. The following types of data can be imported:

  • Personal data
  • Beneficiary information
  • Assets and liabilities
  • Advisors

To import estate planning information, do the following:

  1. Open an Estate return.
  2. Click Client DataXchange in the Import group on the Import / Export tab.
  3. Click Browse.
  4. Navigate to and select the file to be imported.
  5. Click Open.
  6. Click Options to display the Select import option window. You can choose the Closedtype of import to perform.
    • Full import. All available data is imported into the return.
    • Partial import. Select the specific types data to import.
  7. Click Validate. The system reviews the data in the file to ensure that it can be imported. When validation completes, the Validation log summary displays one of the following messages:
    • Validation completed. All data in the source file can be imported. You can continue to the next step in the import.
    • Validation partially succeeded. Some data in the source file cannot be imported. You can continue with the import without fixing the errors. However, only the data that passed validation will be imported.
    • Validation failed. The data file cannot be imported in its current form.To view information about the problematic data, click Details. You must exit the wizard and fix the errors. Then, you can repeat the import process.

    Tip: Click at the top of the import window to return to previous windows in the import wizard. The back button is disabled once you click Import.

  8. Click Import.

    Important: You cannot cancel an import once it has begun.

  9. When the import completes, click Details to view information about the imported data.

    Note: The detail logs are not retained when you exit the wizard. If you need to keep a copy of a log for your reference, click Print to send the log to a printer. You can also click Copy to add the information to the Windows Clipboard, then paste the log information into another document.

  10. Click Finish.