Does anyone have a more efficient method for filling out the K2 in CCH Axcess? My firm requires us to manually input every line, and I’m sure there’s a simpler solution out there! 😅
P.S. This is specifically for partnerships.
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Does anyone know an easier way to populate the k2 in CCH Axcess?
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You might want to explore the import features available in CCH Axcess that allow you to upload data from Excel or other software instead of entering each line manually. Specifically, CCH Axcess typically offers an Excel integration that lets you prepare your data in a spreadsheet format and then import it directly into the software.
Here are a few suggestions that could help streamline the process:
Data Import Templates: Check if CCH Axcess provides any data import templates for partnerships. These templates can help you format your data correctly before importing.
Bulk Entry Tools: Some versions of CCH Axcess may have bulk entry tools or features that allow you to enter larger sets of data at once rather than line by line.
Third-party Tools: Consider whether your firm could use third-party tools or software that integrate with CCH Axcess to automate some tasks.
Consult Support or Documentation: Don’t hesitate to reach out to CCH support or consult their documentation for guidance on features specifically designed to make data entry easier.
You may want to discuss these options with your team to see if there’s a solution that fits your firm’s workflow. Good luck!