--- title: How to Export Activities from CCH Axcess & Import into K1 Aggregator description: Learn how to export your K-1 listing from CCH Axcess and import it into K1 Aggregator using the K1 Import Template. Follow step-by-step instructions to ensure accurate data mapping and a successful upload. --- [Skip to content](https://support.k1x.io/how-to-export-activities-from-cch-axcess-import-into-k1-aggregator#main-content) [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new?hsLang=en-us) [Client portal](https://support.k1x.io/tickets?hsLang=en-us) [![Group 16](https://support.k1x.io/hs-fs/hubfs/Group%2016.png?width=75&height=75&name=Group%2016.png)](https://support.k1x.io/?hsLang=en-us) - [Knowledge Base](https://support.k1x.io/) Open main navigation Close main navigation - [Knowledge Base](https://support.k1x.io/) - [Submit A Support Ticket](https://support.k1x.io/kb-tickets/new) - [Client portal](https://support.k1x.io/tickets) How can we help? - There are no suggestions because the search field is empty. 1. [K1x Knowledge Base](https://support.k1x.io/?hsLang=en-us) 2. [K1 Aggregator](https://support.k1x.io/k1-aggregator?hsLang=en-us) 3. [Integrations - CCH Axcess](https://support.k1x.io/k1-aggregator?hsLang=en-us#integrations-cch-axcess) February 11, 2026 # 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. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/DUlQbGilHWvsrcjwUdBIAAEGC-2-1-1.png) 4. Select '**Passthrough Activity Listing' (Export Only).** 5. Click the **Export icon** in the upper right corner. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/PMr6OPL4OSbgKwi5qm4kjHVM8-2-1-1.png) 6. Choose the option: '**Export this grid to a spreadsheet with all data entered.' ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/nHXwEukq2VmU1hMg2nKKEpt0R-2-1-1.png)** 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**. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/gOMW0THgBpwW9bYyIcD9rE4V7-2-1-1.png) 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. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/bfw8KGqgpmBusYu9pBaDMaISo-2-1-1.png)** 5. For proper integration back into CCH Axcess, **include activity numbers** from the original export. These are critical for mapping during import. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/xUYHomFtF413dIb2RL0o6qvK6-2-1-1.png) ### Step 3: Import into K1Aggregator 1. In K1Aggregator, return to the **Select All drop-down menu**. 2. Select **Import Investments from Excel. ![](https://support.k1x.io/hubfs/Knowledge%20Base%20Import/31252793118103-2-1-1.png)** 3. Upload your completed import template. 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