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Troubleshooting CCH Axcess Integration Errors

This article explains how to troubleshoot common integration errors between K1 Aggregator and CCH Axcess. Most integration issues can be resolved by comparing your investment data between the two systems and correcting any mismatched or missing information.

Step 1: Export the Standard Row Template from K1 Aggregator

  1. In K1 Aggregator, navigate to Manage Investments.
  2. Select the applicable investments.
  3. Select Bulk Actions.
  4. Select Export Selected Investments.
  5. Select Standard Row Template.

Step 2: Export the Passthrough Entity Report from CCH Axcess

In CCH Axcess, export the K1 Passthrough Entity Report for the applicable return.

You will use this report with the K1 Aggregator Standard Row Template to compare the data between both systems.

Step 3: Compare Your Integration Data

Compare the two reports and confirm the following information matches between K1 Aggregator and CCH Axcess:

  • Return ID: Must match exactly between both systems. For example: 2025P:ABC COMPANY:V1
  • Investment EIN: Confirm the EIN is correct. Duplicate EINs are supported as long as each investment has a unique Activity Number.
  • Activity Number: Must match between both systems. Best practice is to use the Activity Number from CCH Axcess in K1 Aggregator.

Correct any mismatched information before attempting the integration again.

Step 4: Check the Investment Name

Confirm that:

  • Each Investment Name is unique. Duplicate Investment Names are not supported.
  • The Investment Name does not exceed 50 characters in CCH Axcess.

Correct the Investment Name if necessary before continuing.

Step 5: Check New Activities in CCH Axcess

If you recently added an activity in CCH Axcess Tax, you may need to enter $1 in Activity > Ordinary Income to embed the activity into CCH Axcess Tax.

After confirming the activity is available, retry the integration.

Check for Foreign Disclosures

CCH Axcess integration does not currently support Foreign Disclosures.

If Foreign Disclosures were selected during the integration wizard, an integration error will occur. Do not include Foreign Disclosures when integrating with CCH Axcess.

Step 6: Retry the Integration

After correcting any identified issues:

  1. Save your changes.
  2. Reintegrate from K1 Aggregator to CCH Axcess.
  3. Confirm the integration completes successfully.

 

Still Experiencing an Integration Error?

If the integration error continues after completing these troubleshooting steps, contact K1x Support at support@k1x.io for additional assistance.