Import
Import full tax returns from previous years and view them in CCH iFirm Taxprep. This will allow Users to continue working on a return that was started in Taxprep/Cantax.
Important note: Not all data is imported from Taxprep/Cantax Desktop to CCH iFirm Taxprep. Attached notes, attached schedules, attached files, return status, eFile status, eFile info, eFile log/reports, lock status, password protection, properties notes (file notes, preparer, reviewer, partner and T2 data connection links) associated and related corporation links and also some less common metadata will not be imported.
Supported file formats:
- Personal Taxprep: 2017 taxation year and onward
- Corporate Taxprep: 2016 taxation year and onward
- Taxprep for Trusts: 2018 taxation year and onward
- Taxprep Forms: 2018 taxation year and onward
- Cantax T2: 2016 taxation year and onward
- Cantax FormMaster: 2018 taxation year and onward
Note: Contacts will be created in CCH iFirm automatically or returns will be linked to an existing contact based on tax reference numbers or client name (exact match).
ehub video: Import from Taxprep
Tip: A notification displays when the roll forward or import is complete. To review all notifications, click on the Notifications icon within the Taxprep module. If an error occurs, click on the notification in the list and click See Report to view details.
CCH iFirm allows you to easily roll forward prior year returns or to import full tax returns from previous years and view them in CCH iFirm Taxprep.
Roll forward
Roll forward prior year returns in batches of up to 200 at a time. Taxpayer information, opening balances and 5-year comparative summary will roll forward.
Supported file formats:
CCH iFirm Taxprep - T1 (Personal)
- Intuit ProFile
- TaxCycle
- Taxprep
- Cantax
- DT Max (contact technical support for assistance)
CCH iFirm Taxprep - T2 (Corporate)
- Intuit ProFile
- TaxCycle
- Taxprep
- Cantax
CCH iFirm Taxprep - T3 (Trusts)
- Intuit ProFile
- Taxprep
- Cantax
CCH iFirm Taxprep - TF (Forms)
- Intuit ProFile
- Taxprep
- Cantax
- AvanTax e-Forms (contact support for assistance)
Note: Contacts will be created in CCH iFirm automatically or returns will be linked to an existing contact based on tax reference numbers or client name (exact match).
ehub video: Roll forward files from other tax software
Data retention
Wolters Kluwer’s policy will be to maintain the current tax year plus the prior six (6) tax years of tax data and programs on Wolters Kluwer’s servers. All data and tax programs for tax years prior to such sixth (6th) year (the “out years”) will be permanently deleted from Wolters Kluwer servers. Before the permanent deletion, a notification will be sent in advance to ensure you have time to backup your tax data as required. Six months of additional tax data will be maintained on backup media, and then permanently deleted.
Note: This policy does not replace the CCH iFirm subscription agreement or any other signed legal contracts with Wolters Kluwer.
