--- title: K1 Aggregator to CCH Axcess Tax Integration description: Step-by-step guidance for configuring and executing K-1 data transfers to CCH Axcess. --- [Skip to content](https://support.k1x.io/k1-aggregator-cch-integration#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) September 22, 2026 # K1 Aggregator to CCH Axcess Tax Integration ## Step-by-step guidance for configuring and executing K-1 data transfers to CCH Axcess. ### **CCH Axcess Configuration** To set up the integration, please refer to the CCH Marketplace K1x integration. No configuration is needed by clients to send data from K1 Aggregator. ### **K1 Aggregator Configuration** All clients who use the CCH integration must have a subscription for the integration added to their tenant for K1 Aggregator. Without the subscription, you will not have the option to send K-1 data to CCH. To send K-1 data to CCH for an instance, the CCH Axcess Tax Return ID needs to be entered for each instance in K1 Aggregator. If the Return ID is missing for any instance, an error will occur when attempting to send data for that instance. The return ID can be found in the CCH Axcess Tax Return Manager in the 'RETURN ID' column. ![](https://support.k1x.io/hs-fs/hubfs/undefined-3.png?width=470&height=97&name=undefined-3.png) Enter the Return ID into the Instance in the Return ID field exactly as it is displayed in CCH Axcess: ![](https://support.k1x.io/hs-fs/hubfs/undefined-Sep-22-2026-07-50-32-8981-PM.png?width=470&height=257&name=undefined-Sep-22-2026-07-50-32-8981-PM.png) ### **Sending K-1 Data to CCH** Once all work is done in K1 Aggregator and you are ready to send K-1 data to CCH, navigate to the Home page. To start the integration process, select which instances you would like to include and then select **Data Integration \> Send Data to CCH Axcess**. ![](https://support.k1x.io/hs-fs/hubfs/undefined-Sep-22-2026-07-50-33-1383-PM.png?width=470&height=169&name=undefined-Sep-22-2026-07-50-33-1383-PM.png) This will initiate the integration request and take you to the integration wizard. ### **Step 1 - Select Instances** The first step of the wizard is confirming the instances you selected to include in the integration request. Click **NEXT**. ![](https://support.k1x.io/hs-fs/hubfs/undefined.png?width=470&height=133&name=undefined.png) ### **Step 2 – Select Investments** The next step will be to select which investments to include. By default, all investments are included. Deselect Investments that you wish not to integrate with CCH Axcess. Click **NEXT**. ![](https://support.k1x.io/hs-fs/hubfs/undefined-2.png?width=470&height=201&name=undefined-2.png) ### **Step 3 – Partial Integration** Partial Integration allows you to define specific items to integrate with CCH Axcess. All items with a checkmark will integrate with CCH Axcess Tax. Whereas any item unchecked simply will not send any data for that item. Click **NEXT**. ![](https://support.k1x.io/hs-fs/hubfs/undefined-Sep-22-2026-07-50-33-5862-PM.png?width=470&height=250&name=undefined-Sep-22-2026-07-50-33-5862-PM.png) ### **Step 4 – Select Foreign Forms** This step can be **ignored**, you should click next without making any changes on this page. *Foreign Forms are not currently supported.* Click **NEXT**. ![](https://support.k1x.io/hs-fs/hubfs/undefined-1.png?width=470&height=191&name=undefined-1.png) ### **Step 5 – Validate Data** The validation step will check that the required fields for the integration are populated with data. This step does not validate the required fields matching to the CCH locator, it only validates that the fields are present in K1 Aggregator. Click **Validate**. If errors are found in the required fields, click the pencil icon to resolve the error. In this example, and Activity Number is missing from the K1x Private Credit Fund Investment. The **Send Data** button will remain inactive until all errors are resolved. ![](https://support.k1x.io/hs-fs/hubfs/undefined-Sep-22-2026-07-50-33-3381-PM.png?width=470&height=242&name=undefined-Sep-22-2026-07-50-33-3381-PM.png) Once all validation errors are cleared, click the **Send Data** button. Then click **OK.** **IMPORTANT: Ensure the CCH Axcess Tax Return is closed prior to Integrating.** K1 Aggregator will then launch CCH Axcess Login Window. Enter your CCH Axcess Account Number, Login credentials, and MFA as required by CCH. ![](https://support.k1x.io/hs-fs/hubfs/image-png-Sep-22-2026-07-51-16-0100-PM.png?width=129&height=92&name=image-png-Sep-22-2026-07-51-16-0100-PM.png)![](https://support.k1x.io/hs-fs/hubfs/image-png-Sep-22-2026-07-51-23-1801-PM.png?width=139&height=180&name=image-png-Sep-22-2026-07-51-23-1801-PM.png)![](https://support.k1x.io/hs-fs/hubfs/image-png-Sep-22-2026-07-51-30-5393-PM.png?width=154&height=114&name=image-png-Sep-22-2026-07-51-30-5393-PM.png) Once the integration completes, a **Request Finished** status will appear in K1 Aggregator. Open the Tax return in CCH Axcess Tax to see the integrated data in blue font. ![](https://support.k1x.io/hs-fs/hubfs/undefined-4.png?width=389&height=261&name=undefined-4.png) ### **FAQs** - What fields are required in K1 Aggregator to send K-1 data to CCH? - **Investment Name, Investment EIN, and Activity Number** for each activity being sent must be entered in K1 Aggregator and match CCH. - For each instance being sent, the **Return ID** from CCH must also be entered in the Instance Settings. - Do I need to have the activity created in CCH before sending an activity from K1 Aggregator? - Yes, the activities must already exist in CCH and the activity numbers entered in K1 Aggregator must match the activity you want to send K-1 data into. - All investments must have a **unique name**, otherwise you will receive an error during the validation step. - How do I send data to a C-Corp 1120 entity? There is no activity number for these activities in CCH. - When integrating a 1120 return, matching logic is based on the **Partnership EIN**, **Partners EIN**, and **Partnership Name**. 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