TaxTransfer gives your firm the ability to import and export batches of CCH Axcess Tax Worksheet View data in an Extensible Markup Language (XML) format. You can also export data from government forms. Imports and exports are performed using application programming interfaces (APIs) that are part of the CCH Axcess™ Open Integration Kit (OIK). The Tax Transfer PDF Guide, referenced below, is the most comprehensive source for information on using the tax transfer processes.

Using TaxTransfer, your firm can:

• Integrate data from your internal systems into Tax returns
• Fully customize your imports and exports
• Automate your firm’s imports and exports

Important: Your firm must perform custom programming to connect your internal systems with the APIs. See the Developer Portal and Open Integration Kit for information about connecting your system to the APIs.

See our related help pages and guides for additional information:

• How do I get started with CCH Axcess Open Integration?
• Tax Transfer PDF Guide.
• Using TaxTransfer to Import Data into Tax Returns
• Using TaxTransfer to Export Data from Tax Returns