A woman using the Batch Print Set Utility

Simplify complex K-1 imports across multiple returns

Working with multiple K-1s adds complexity during the busiest time of the year, creating opportunities for errors and inefficiency. The K-1 Batch Import Utility simplifies the process by allowing staff to work in Excel, where they’re most comfortable, and then import that data directly into returns in bulk. 
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Work in Excel, where staff are most comfortable. 

A detailed Excel template includes key federal and state K-1 inputs, including Federal and state K-1 inputs, interest and dividend grids, income adjustment grids, 199A grids, and foreign tax information. Staff can prepare K-1 data faster and with fewer errors using familiar tools. 

Import multiple K-1s at once. 

The utility supports one-to-one, one-to-many, many-to-one, and many-to-many import scenarios so you can handle complex K-1 relationships across multiple returns with ease.

Manage imports from a centralized interface. 

The utility runs through CCH Axcess Batch Manager, which provides a single location to set up, schedule, run, and track batch processes. Gain visibility and control over your import workflows without jumping between tools.

Quicker and easier K-1 processing

The CCH Axcess Batch K-1 Import Utility, accessed via the Batch Manager

Infographic: Handle large volume of K-1s more efficiently

The CCH Axcess™ K-1 Batch Import Utility is an API-based tool that allows firms to import K-1 data from Excel directly into 1040, 1041, or 990 returns. Accessible through the CCH Axcess Batch Manager, this utility helps firms that handle large volumes of K-1s work more efficiently by preparing data in Microsoft Excel before importing it into the tax system. 
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Leverage open integration for maximum efficiency

Custom application development

The CCH Axcess open platform strategy gives firms more opportunities to leverage the valuable data within their system. Our Professional and Client Services team offers custom application development to firms looking for assistance in developing API-based applications to be more productive. Each request is customized to your specifications.  We no longer require annual licensing of the API Tool Kits for firms that do not develop their own solutions in-house, which makes our solutions more affordable than before.
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Get started today

Simplify your K-1 workflows and reduce manual entry.  Contact your Wolters Kluwer representative to learn more or request access to the K-1 Batch Import Utility.
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