How to Export Activities from CCH Axcess & Import into K1 Aggregator

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This guide walks you through the process of exporting a K-1 listing from CCH Axcess and importing it into K1Aggregator for streamlined integration into your tax return.

Step 1: Export K-1 Listing from CCH Axcess

1. Open the client in CCH Axcess.

2. Go to the Worksheet view.

3. Navigate to the Import/Export menu.
   

4. Select “Passthrough Activity Listing (Export Only)”.

5. Click the Export icon in the upper right corner.
   

6. Choose the option: “Export this grid to a spreadsheet with all data entered.”
   
   

7. Save the exported spreadsheet file to your computer.

Step 2: Prepare K-1 Data for K1Aggregator

1. In K1Aggregator, open the instance that you created earlier.

2. From the Select All drop-down menu, download the K1 Import Template.
   

3. Copy and paste the K-1 information from your CCH Axcess export into the K1 Import Template.

4. Make sure to fill out all fields marked as “Required.”
   
   

5. For proper integration back into CCH Axcess, include activity numbers from the original export—these are critical for mapping during import.
   

Step 3: Import into K1Aggregator

1. In K1Aggregator, return to the Select All drop-down menu.

2. Select “Import Investments from Excel.”
   
   

3. Upload your completed import template.

Your K-1 listing is now successfully imported and ready for use.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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