Exporting Client DataXchange Data

Client DataXchange allows you to export information from Estate (706) tax returns to estate planning systems, such as CCH® ViewPlan and EstateWorks. The following types of data are exported:

  • Personal
  • Beneficiary
  • Assets/Liabilities
  • Advisors

You can configure Tax to automatically create a CCH Client DataXchange export file each time you click Save. See Setting Your Client DataXchange Interface User Options for more information.

If you have not configured Tax to automatically export Estate tax data, do the following to create the export file:

  1. Open the Estate return for which you want to export data.
  2. Click Client DataXchange in the Export group on the Import / Export tab.

  3. If needed, click Browse to select a different location to save the file. The default location is your Documents folder.

    Note: If you change the export location, the system will revert to the default location for future exports.

  4. Click Export.
  5. When the export is completed, click Details to review the export log.

    Note: The detail logs are not retained when you exit the wizard. If you need to keep a copy of a log for your reference, click Print to send the log to a printer. You can also click Copy to add the information to the Windows Clipboard, then paste the log information into another document.

  6. If you want the export spreadsheet to open automatically when you close the wizard, select the Launch Excel when export is complete box. If you do not want the spreadsheet top open, clear this box.
  7. Click Finish.