Frequently asked questions about tax preparation APIs

How does Wolters Kluwer implement APIs in CCH Axcess software?

Wolters Kluwer has offered APIs for CCH Axcess for more than 10 years. By adopting an API-first strategy, we ensure that APIs are front and center as we design our programs. We also rely on APIs internally to build additional utilities and integrations that make our products better. For example:

• The Batch Print Set Utility is designed to customize the organization and delivery of tax returns for clients.
• The E-file Extension Utility is designed to electronically file extensions in batch, as long as there is no balance due.
• The K-1 Batch Import Utility allows the import of K-1 data from a Microsoft Excel template into one or more returns.
• The 1040 Passthrough Import Utility imports 1041, 1065 and 1120S passthrough information into a 1040 return.
• The CCH Data Axcess Utility extracts the firm’s client, project and billing data from CCH Axcess into a local or cloud SQL database.

What can I do with APIs?

APIs can be used throughout your tax preparation process, from gathering and inputting data to reviewing returns and e-filing. Often, firms will start with one simple task and then build additional automations. For example, one firm was able to streamline their data collection and input process, eventually saving weeks of time each year, by incrementally adding the following automations:

• Automatically batch print electronic client organizers for selected clients when returns are rolled-forward to the current year.
• Check e-file status so that only the version of a return that was e-filed is rolled forward.
• Check the practice management system to make sure only returns for active clients are rolled forward.
• Pre-populate client organizers with data from last year.
• Batch print electronic engagement letters with e-signature functionality.

What’s the best way to start using APIs in my firm?

Start small. Automate a single repetitive task, like return printing or K-1 imports, before tackling complex integrations. This approach delivers quick wins, builds confidence, and helps your team understand how APIs work behind the scenes.

Can I use APIs to integrate with my own Excel templates?

Accountants are often most comfortable and efficient working in Microsoft Excel. Unfortunately, copying and pasting data between systems isn’t the most efficient use of an accountant’s time. Using APIs, firms can bring data into and out of Excel automatically. For example, one firm set up an automation to extract QuickBooks data into an Excel file with the click of a button, saving 30 minutes per return. They review the data in Excel and then import it into CCH Axcess Tax, saving an additional hour per return. The remaining work requires the accountant’s true expertise, without the error-prone distraction of copying and pasting.

Thanks to the CCH Axcess “API First” strategy, firms can benefit from some Excel automation even without programming their own APIs. CCH Axcess Tax offers a K1 Import Utility and a 1040 Passthrough Import Utility that allow firms to work with data in Excel and then import the data back into the return. Firms can export rolled over data into a template, modify the data and then import the data back into the return.

Do I need a developer?

First, know the problem you want to solve. Identify opportunities and choose one to get started. Start by understanding the data involved in the process, using the Wolters Kluwer Developer Portal as a resource. If your firm has internal IT resources, you may be able to start small without bringing in third-party help. If you do need help, the CCH Professional Client Services team can provide training, consulting and even custom application development. Even if you do contract out to an IT consultant, you’ll need a business expert in your firm to be closely involved in the project.

You may also be able to benefit from API functionality even without creating a custom automation. Several pre-programmed productivity utilities are available with CCH Axcess (some require additional licensing), and the CCH Axcess Marketplace includes a variety of vendors offering off-the-shelf integrations.