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CCH Software User Documentation

CCH Corporation Tax Importing and Exporting Client Tax Returns

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About the Tool

The Corporation Tax Import Tool allows you to add client data previously exported from CCH Corporation Tax to be added to another CCH Corporation Tax database.  We recommend that you consult CCH Software Support before undertaking this yourself.  The Import Tool can also be used to extract data from CCH Corporation Tax and to forward it to CCH Software Support. Please note this is not a data merging or conversion tool and only applies to CCH Corporation Tax.

Data Extracted

  • Client name
  • Client code
  • Main address
  • UTR reference
  • Tax Return 

Data Not Extracted

  • Responsibilities
  • Team Security
  • Closed clients
  • Employees
  • Workflow
  • Partner
  • Security task permission group

To Export a client

To export a client and the associated tax returns, follow the steps below:

  • Click on File > Import/Export > Corporation Tax - Export
  • Select Export client and click on Next
  • Locate the client and tick the left-hand column for each client that you wish to export
  • Click Next, then Browse
  • Enter a name for the file and choose a convenient location such as your Desktop
  • Click Save then Next then Finish

To Import a client

To Import a client follow the steps below:

  • Do not delete the return until you have confirmed that the import routine works
  • Click on File > Import/Export > Corporation Tax - Import
  • Click on the link to select the file to import
  • Browse to the location of the file (which ends in .tss) and double-click to select it
  • Click Next,then Next

For an existing case, the data will automatically default to save the data under the existing client code name.  Select and type in the Import As box to overwrite the CCH Corporation Tax data to import it with a different Client Code.


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