A woman using the Batch Print Set Utility

Simplify K-1 data entry and review

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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Save time on rolled-forward returns 

Export a pre-filled Excel template using prior year data to jump-start the process. Reduce repetitive data entry and speed up return preparation.

Work in Excel with detailed K-1 inputs 

The template includes the most commonly used inputs from the Activity section for federal and state K-1s. Staff can work more efficiently in a familiar environment, even with complex data. 

Enhance accuracy with built-in tickmarks 

The Status Screen shows when printing is complete and indicates if any error occurred during printing. Print jobs can run unattended, so administrators can work on other important tasks.

Quicker and easier pass-through data entry

The 1040 Passthrough Import Spreadsheet imports data into the CCH Axcess Tax Vertical Grid

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.
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Make K-1 data entry and review faster, easier, and more accurate. 

Contact your Wolters Kluwer representative to learn more or request access to the 1040 Pass-Through Import Utility. 

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