Generate a downloadable Excel file of your "Other Deductions" accounts in the format CCH Axcess and CCH ProSystem fx expect, ready to import into your tax return.
What it does
This export gathers every account you've mapped to an Other Deductions tax category, calculates the amounts, and writes them to an .xls file in the CCH import layout. If you select a prior-year comparison binder, the file includes a prior-year column.
When you need it
Use this when your tax product is CCH Axcess or CCH ProSystem fx and your return requires an itemized Other Deductions statement that isn't carried over the standard G/L bridge.
How to turn it on
CCH Other Deductions Download is enabled per firm on request. Contact your Tallyfor representative to have it turned on.
Before you download
Make sure the relevant accounts are mapped to an Other Deductions tax category in the Trial Balance. Only accounts with an Other Deductions category and a non-zero amount are included.
Downloading the file
Open the Trial Balance for your binder.
In the export menu, find Download Other Deductions (shown as "if needed"). It appears in the DL to GL card for CCH ProSystem fx, or in the dedicated DL to Other Deductions card.
Click Download Other Deductions.
The file downloads as
{year}-{client name} - Other Deductions V{version}.xls.
What's in the file
The Excel file includes a header row with the form code (for example, "USS" for an 1120S) and columns for Description, Amount, Temporary Difference, Permanent Difference, Book, M-3 Type, and Prior Year. Each top-level Other Deductions account with a non-zero amount is listed, with a prior-year column when a comparison binder is selected.
Related features
For the standard CCH import workflow, see the CCH Axcess and How to Import Tallyfor Data into CCH ProSystem fx Tax articles.