Preparing CCH Axcess data for conversion to UltraTax CS

The first step to prepare data for conversion from CCH Axcess Tax to UltraTax CS is exporting the data in the proper format and preparing the files for our Conversion Team. Complete the steps below to create the files you'll need to provide to convert your data for use in UltraTax CS.

If you are just getting started, check out the Conversion Toolkit before you continue with the steps in this article.

2018 forms and schedules that convert from CCH Axcess

If you are converting 2018 data from CCH Axcess to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 1099R
Misc. Income Schedule D 2441 1099Q
Misc. Deductions Schedule E 2555 SSA-1099
Education Expenses Schedule F 4797 1099SA
IRA Information Schedule H 5329 5498SA
Keogh/Sep/Simple Schedule J 6252 1099-Misc
Depreciation Schedule R 8396
Auto Expenses Schedule K-1 8839
Carryovers Schedule K1-T 8886
Two Year Comparison 114

Note: Select state data is converted for the state of CA, CT, NJ and NY.

General Information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 2220
Payments Schedule E 4797
Shareholder Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Carryovers Schedule L 8886
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Carryovers Schedule L 8886
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 1041A
Deductions Schedule D 4797
Beneficiary Information Schedule E 4835
Balance Sheet Schedule F 5227
Accumulation Schedule Schedule K-1 6252
Carryovers
Two Year Comparison
Depreciation
General information Schedule Form
Demographic Information Schedule A 990
Electronic Funds Withdrawal Schedule C 990T
Balance Sheet Schedule D 990PF
Notes and Bonds Schedule E
Officers Schedule G
Payments Schedule H
Carryovers Schedule M
Depreciation Schedule R

2017 forms and schedules that convert from CCH Axcess

If you are converting 2017 data from CCH Axcess to UltraTax CS, the following forms will convert.

General information Schedule Form Facsimile
Demographic Information Schedule A 4835 W2
Direct Deposit Info Schedule B 1116 W2-G
Payments Schedule C 2106 1099R
Misc. Income Schedule D 2441 1099Q
Misc. Deductions Schedule E 2555 SSA-1099
Education Expenses Schedule F 4797 1099SA
IRA Information Schedule H 5329 5498SA
Keogh/Sep/Simple Schedule J 6252
Depreciation Schedule R 8396
Auto Expenses Schedule K-1 8839
Carryovers Schedule K1-T 8886
Two Year Comparison 114
General Information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 2220
Payments Schedule E 4797
Shareholder Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Carryovers Schedule L 8886
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule B 1125-A
Page 1 Information Schedule D 4797
Partner Information Schedule F 4835
Rent and Royalty Schedule K 6252
Depreciation Schedule K-1 8609
Carryovers Schedule L 8886
Two Year Comparison Schedule M-1
Schedule M-2
Schedule M-3
General information Schedule Form
Demographic Information Schedule A 1041A
Electronic Funds Withdrawal Schedule C 4797
Deductions Schedule D 4835
Beneficiary Information Schedule 5227E 4835
Balance Sheet Schedule F 6252
Accumulation Schedule Schedule K-1
Carryovers
Two Year Comparison
Depreciation
General information Schedule Form
Demographic Information Schedule A 990
Electronic Funds Withdrawal Schedule C 990T
Balance Sheet Schedule D 990PF
Notes and Bonds Schedule E
Officers Schedule G
Payments Schedule H
Carryovers Schedule M
Depreciation Schedule R

Before you provide data to convert

Before you prepare data for conversion, rename, renumber, or modify client IDs to avoid issues in the conversion process. Client IDs must be unique across all entities in UltraTax CS.

Prepare data for conversion

  1. Create a folder on your desktop where you will export your CCH data.

  2. In CCH Axcess Tax, open the Return Manager, and select the returns you want to convert.

    For the most efficient conversion, you should send all data for a given year at the same time.

  3. Click the Utilities tab, and click Transfer to Prosystem FX. If this option is grayed out, please see your CCH Axcess Firm Administrator.

  4. On the Return Transfer Options screen, enter a generic description in the Office group name field, and change the location of the export to the folder created in step 1.

    The folder that contains the exported clients should resemble the following.

  5. Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.

    Do not password protect or encrypt the ZIP file. Doing so will result in rejection of your submitted data.

Your data is now ready to be uploaded for conversion to UltraTax CS. Continue the process by setting up a conversion on the tax.tr.com website.