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Integration with CCH Axcess Tax

Multiple-activity for a Schedule K-1

CCH Axcess Tax
 users can use the input forms to export multiple-activity Schedule K-1 data directly into their tax application.

Input form for Schedule K-1 with multiple-activity

Follow these steps to create an input form for Schedule K-1 with multiple-activity:
  1. Open
    SPbinder
    . Select
    Forms
    .
  2. Select
    Income
    . From the dropdown menu, select
    Schedule K-1
    .
  3. The Schedule K-1 input form will appear. The sidebar on the left will have
    Schedule K-1
    ,
    Activity
    , and
    Sections
    .
  4. A Schedule K-1 entity can have multiple activities added, deleted, and moved in the
    Activity
     section. See the following list to learn more:
    Add
    Add multiple activities for a single Schedule K-1 entity.
    Delete
    Delete multiple activities for a single Schedule K-1 entity.
    Move To
    Move the data for an activity across any entity/activity.
Move an activity
From the
Activity
 section, a user can move the activity data within the same entity/activity as well as across to another entity/activity.
  1. To open a
    Move To
     window, select
    Move To
     on the
    Activity
     section.
  2. To move activity data to a pre-existing Schedule K-1 entity, select
    Add Activity
    . To move this activity data to a new Schedule K-1 entity, select
    Add Entity
    .
    A user can also use the search field to search for an entity/activity.
  3. Select the entity/activity. Select
    Ok
    .

Multiple-Activities in the New Form Review Wizard

Multiple activities for a Schedule K-1 entity will appear under the
Proforma Input Forms
. A user can associate the Schedule K-1 entity based on the class code of the activity (that is, passive, non-passive).
To view the activity name and class code, right-click on the Proforma name, and from the dropdown menu select
Edit Form
. Associate the Schedule K-1 to the required activity and move to the next step.

Multiple-Activity in Leads

In
Leads
, an entity will have columns for each associated activity.
For each row, the totals of all activity related to 1 entity will be calculated and displayed in the subtotal column. Any addition or deletion of an activity in the binder will be reflected in the Leadsheets.

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration
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