Wolters Kluwer CCH Axcess Integration

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CCH Axcess 

• K1x provides a seamless 4-step process to integrate data from K1x products to CCH Axcess.
• K1x is a member of the CCH Marketplace. What this means is firms are not required to have their own "Tax Transfer" license in order to integrate with CCH Axcess.
• If firms have tax transfer licenses, these integrations do not impact the firm's direct purchase counts.
• The K1x subscription fee includes an embedded payment from K1x to WK for this integration.

CCH Axcess Integration Scope for K1 Aggregator

CCH Axcess Integration Scope for K1 Creator

Items to note about CCH Axcess Integration

• Taxing jurisdictions in green integrate directly with CCH Axcess today.
• Taxing jurisdictions in yellow are on WK's roadmap for tax years as noted. K1x plans to support these integrations as soon as they are available in CCH Axcess.
• Integrations are to "override" fields rather than worksheet pages subject to the CCH Axcess calculation engine.
• K1x is preparing a schedule to identify manual entry required per taxing jurisdiction and/or import capabilities to alleviate manual work. Much data flows from the federal portion.
• K1x is in continuing discussions with WK about expanding the integration scope. If there are priority states, please share those with us.

Circular 230 Disclosure

To ensure compliance with requirements imposed by the IRS, we inform you that any tax advice contained in this software (including any reports or downloads) is not intended or written to be used and cannot be used for the purposes of (i) avoiding penalties under the Internal Revenue Code or (ii) supporting, promoting, marketing or recommending to another party any transaction or matter addressed herein. This software is for informational purposes only and should not be regarded as tax advice. Please consult your tax advisor or attorney for guidance on your individual tax situation.

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