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

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.