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Prepare CCH Axcess data for conversion to UltraTax CS
The 1st step to prepare data for conversion from CCH Axcess to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the following steps to create the files you'll need to give to convert your data for use in UltraTax CS.
Before you prepare data to convert.
Complete the following before you prepare data for conversion:
- Remove any client passwords: You'll need to remove all client passwords in your old software before you prepare the data to send to the Conversion Team.
- Rename, renumber, or change client IDs: The Conversion Team will use the same client IDs in your old software. If you need to change any client IDs, do so before sending data for conversion. Client IDs must be unique across all entities in UltraTax CS.
Prepare data for conversion.
- Create a folder on your desktop where you will export your CCH data.
- Open CCH Axcess Tax.
- Open theReturn Manager.
- Select the returns you want to convert.note
- For the most efficient conversion, you should send all data for a given year at the same time.
- Don’t include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.
- Select theUtilitiestab, then selectTransfer to CCH Axcess. If this option is grayed out, contact your CCH Axcess Firm Administrator.
- On theReturn Transfer Optionsscreen, enter a generic description in theOffice group namefield, and change the location of the export to the folder created in step 1.
- Open the export folder to confirm you have the correct data. You should see files that have a[taxyear]_RT_[currentdate]_[currenttime].datformat. For example, the file name would be 2022_RT_20230729_0913.dat if you exported a 2022 return on 7/29/2023 at 09:13am.
- Right-click the folder you created in step 1, then selectSend to, thenCompressed zip, or zip the folder using your preferred method.note
- Don’t encrypt the ZIP file or protect it with a password.
- Don’t rename or modify any of the .dat files created during the export file. Only .dat files should be zipped and submitted.
This article applies to:
- Product: UltraTax CS
- Subject: Conversions