If you already have client K-1 data available within Excel workpapers, getting it into the tax software should be simple. The Vertical Grid utility streamlines the K-1 process by allowing preparers and reviewers to work in Excel, where they can more easily view, edit, and validate data before importing it back into the return.
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Quicker and easier pass-through data entry
Import pass-through data from Microsoft Excel
The CCH Axcess™ 1040 Pass-Through Import Utility (also known as the “Vertical Grid”) lets preparers export K-1 entity data from a 1040 return into Microsoft Excel, make updates, and re-import the data directly into the return. With tabs for 1065, 1120-S, and 1041 K-1s, this tool makes it easier to manage and review complex pass-through data using the software your team knows best.
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.