Migrate CCH Axcess data to Onvio

Use this article to migrate data from CCH Axcess to Onvio.

Before you start

2021 forms and schedules that convert from CCH Axcess

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

Migration steps

  1. Create a folder on your desktop where you will export your CCH data.
  2. Open CCH Axcess Tax.
  3. Open the Return Manager
  4. Select the returns you want to convert.

    Notes: Do not include cross-entity returns (TX Franchise, NV Commerce, OR CAT), consolidated 1120 returns, imported trial balance data for business tax returns, or Schedule K-1 data shared between business and individual returns.

  5. Select the Utilities tab, and click Transfer to Prosystem FX. If this option is grayed out, please see your CCH Axcess Firm Administrator.
  6. 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.
  7. Open the export folder to confirm you have the correct data. You should see files that have a [taxyear]_RT_[currentdate]_[currenttime].dat format. For example, the file name would be 2021_RT_20220729_0913.dat if you exported a 2021 return on 7/29/2022 at 09:13am.
  8. Right-click the folder you created in step 1, and select Send to > Compressed zip, or ZIP the folder using your preferred method.

    Notes:

    • Do not password protect or encrypt the ZIP file.
    • Do not rename or modify any of the .dat files created during the export file. Only .dat files should be zipped and submitted.
  9. Log in to My Account.
  10. Follow the on-screen instructions to complete the setup process and upload your prepared data.
  11. Once submitted, you can track your migration progress by logging in to Onvio and selecting Setup, then Migrations.

Conflicts

If any client data you import is similar to but does not exactly match data that already exists in Onvio, it'll be flagged as a conflict. You'll need to decide how to handle those conflicts before the migration is considered complete.

  1. To view conflicts, select Setup, then Migrations in Onvio.
  2. Select Third-party applications.
  3. For each conflict listed, select the plus sign to expand details on the conflict.
  4. Select  Create new record or  Use this record.
  5. Select Submit resolved conflicts when you're finished. You can submit at any time and come back to finish making your selections; you don't need to choose what to do with every conflict at once. However, you cannot start another migration until all conflicts have been addressed.

Next steps

Review your migrated data in Onvio.


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