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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.
note
This feature is only available for CCH Axcess Tax.

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
    .
    Select FORMS
  2. Select
    Income
    . From the dropdown menu, select
    Schedule K-1
    .
    Select Schedule K-1 from Income
  3. The Schedule K-1 input form will appear. The sidebar on the left will have
    Schedule K-1
    ,
    Activity
    , and
    Sections
    .
    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 icon
    Add multiple activities for a single Schedule K-1 entity.
    Delete
     Delete icon
    Delete multiple activities for a single Schedule K-1 entity.
    Move To
     Move To icon
    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 icon
    Move To
     on the
    Activity
     section.
    SPbinder - Move To window
  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
    .
    Select Add Entity and Add Activity as necessary
    A user can also use the search field to search for an entity/activity.
    Search as necessary
  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).
Proforma Input Forms in the New Form Wizard
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.
Select Edit Form
note
The data on Schedule K-1's first page is automatically transferred to the selected activity in the New Form Review Wizard.

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.
note
This feature is available for 1040 and 1041 binders using the
CCH Axcess Tax
 application. This includes all Schedule K-1 entities, i.e, 1065, 1120S, 1041 PTP created after the 2016 tax year. This functionality will apply for all Service Types (except old processed classic leads binder).

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration

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