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.