Imports Available in Tax

The following tools are available to import data into Tax returns. You must have edit rights in a return to import data into that return.

  • K-1 Engine.This tool, which is licensed separately from Tax, can identify and extract data from K-1s that have been converted to PDF files. Both K-1 form data and statement data can be extracted. See Automating K-1 Data Entry with the K-1 Engine for more information.

    • Note: The K-1 Engine only supports Partnership K-1 imports into Individual returns for tax year 2020 and later returns. If your firm needs to perform other K-1 imports, see the Import Wizards section below for information about other K-1 import options in CCH Axcess.

  • Import Wizards. Import wizards bring data into the currently open return and are accessible from the Import / Export ribbon. The data types you can import with wizards are listed in the following table. Click an import type to view more information about that type of import.
    • Import Type Data Imported Tax Systems
    Accounting data

    Data from accounting systems that interface with Tax

    		 Partnership, Corporation, S Corporation, Exempt Organization, and Individual returns
    Apportionment data Property, payroll, sales, non-business income, transportation, and insurance apportionment data contained in a spreadsheet Partnership, Corporation, S Corporation
    Client DataXchange data Personal, beneficiary, asset and liability, and advisor information from estate planning systems such as ViewPlan and EstateWorks Estate
    Depletion data Depletion information contained in a spreadsheet Partnership, S Corporation, Corporation, Individual, Fiduciary
    Fixed Assets data Information about fixed assets contained in Fixed Assets Individual, Fiduciary, Partnership, Corporation, S Corporation, Exempt
    K-1 data

    K-1 data contained in either a spreadsheet or another return

    Partnership, S Corporation, Fiduciary (spreadsheet and return imports)

    Individual and Corporation (return imports only)
  • Worksheet grid imports. You can import data from a spreadsheet into many worksheet grids in Tax. Worksheet grids that allow imports display the import icon,, above the grid. See Importing Data into Worksheet Grids for more information.
  • Tax data imports. You can create or update tax returns in a batch with this type of import. The data to be imported must be in a specially formatted .DAT file. Most firms will never need to perform this type of import. See Importing Tax Data for more details.
  • TaxTransfer. TaxTransfer is a tool your firm can use to import data using XML. To use TaxTransfer, your firm must create a custom program that works with the Open Integration Kit. See Using TaxTransfer to Import Data into Tax Returns for more information.