Choose your tax software
CCH Axcess Tax
Lacerte
Drake Tax
ProConnectSoon
Field coverage
100%
Filed can reach every field in CCH Axcess Tax
Forms and screens
128155331
Forms, screens and worksheets Filed enters in CCH Axcess Tax
Time to enter a return
Under 3 min
From the approved plan to the entered return
Forms and screens · CCH Axcess Tax
Which 1040 forms Filed covers.
Filed reads every document, you approve the plan, and Filed enters it into the native input screens of your tax software, with a link back to the source for every value. Fields your tax software calculates are left for it to calculate. Filed also reads what isn't a government form: handwritten notes, organizer memos, Word and Excel files and client email attachments.
Tax category
Supported forms and worksheets
Forms and screens
Form 1066
Not supported out of the box. The screens are available in Drake for direct entry.
Note
Manual entry
Form 1041
Estate/trust and beneficiary identity, Boxes 1-14, ordinary, portfolio, capital gains, depreciation, termination excess deductions, QBI
Note
Form 1120-S
Corporate and shareholder identity, Boxes 1-17, ordinary income, rental, portfolio, Section 179, shareholder debt basis, QBI, K-3
Note
Form 1065
Entity and partner identity, Boxes 1-20, guaranteed payments, Section 199A QBI activities, 163(j), foreign transactions (K-3)
Note
Miscellaneous & States
State residency screens, multi-state withholding, composite filing indicators, custom client organizer items
Note
38
Deductions & Adjustments
Screen A (Schedule A), Screen 8889 (HSA), Screen 4952 (Investment Interest), IRA/Keogh Adjustments
Note
33
Taxes & Payments
Screen 6251 AMT, Screen 5329 Retirement Taxes, Screen SE Self-Employment, Federal/State Estimates & Overpayment
Note
24
General & Demographics
Screen DEMO (Demographics), Screen IDS (Identification), Dependents, Client Status, Direct Deposit
Note
23
Credits
Form 8812 Child Tax Credit, 8863 Education, 2441 Child Care, 8880 Saver's Credit, General Business Credits
Note
37
Other Forms
Form 4562 Depreciation, 8829 Home Office, 8801 Minimum Tax, 8949 Sales.
Note
8275, 8379, 8886, 970 and 14039 are not supported out of the box, but their screens are available for manual entry.
40
Other Screens
State specific screens, federal/state diagnostic review screens, specialized calculations
Note
51
Foreign
FBAR (FinCEN 114), Form 1116 Foreign Tax Credit.
Note
Form 2555 (FEIE), Form 8865, Form 3520/3520-A and Form 1040-NR are not supported out of the box, but their screens are available for manual entry.
39
Income
Wages (W-2), Interest (1099-INT), Dividends (1099-DIV), Digital assets (1099-DA), Sch C, Sch D/8949, K-1s (1065, 1120-S, 1041), Sch E, Sch F, 1099-R, 1099-MISC/NEC/G/K, 1099-OID
Note
46
Form 1066
Not supported out of the box. The screens are available in Lacerte for direct entry.
Note
Manual entry
Form 1041
Estate/trust and beneficiary identity, Boxes 1-14, ordinary, portfolio, capital gains, depreciation, termination excess deductions, QBI
Note
Form 1120-S
Corporate and shareholder identity, Boxes 1-17, ordinary income, rental, portfolio, Section 179, charitable tiers, QBI, 163(j), K-3
Note
Form 1065
Part I & II entity and partner info, Boxes 1-20, guaranteed payments split (services/capital), QBI statements, 163(j), 743(b), credits, K-3
Note
State Specific Screens
Dedicated state screens for the states Lacerte supports, for example NY, CA, MA, IL and PA. Multi-state allocations go to the preparer for review
Note
36 screens
General & Other Schedules
Screen 1 (Client Info), Screen 2 (Dependents), Screen 31 (Accounting Method / 3115).
Note
8275, 8379, 8886, 970 and 14039 are not supported out of the box, but their screens are available for manual entry.
20 screens
Taxes & Payments
Screen 45 (Alternative Minimum Tax / 6251), Screen 45.1 (Self-Employment / SE), Screen 46 (Household Employment / Sch H), Screen 3 (Estimates & W/H), Screen 4.1 (Direct Deposit)
Note
15 screens
Foreign & Nonresident
Screen 35.1 (Foreign Tax Credit / 1116), Screen 35.2/35.3 (FTC Carryovers), FBAR.
Note
Form 2555 (Screen 31.1), Form 8865, Form 3520 and Form 1040-NR (Screen 58) are not supported out of the box, but their screens are available for manual entry.
14 screens
Credits
Screen 33.1 (Child Care / 2441), Screen 34 (General Business Credits / 3800), Screen 37 (Education / 8863), Screen 38 (Energy / 5695), Screen 39.1 (Health Marketplace / 8962)
Note
18 screens
Deductions & Adjustments
Screen 25 (Itemized Deductions / Schedule A), Screen 24 (Adjustments to Income), Screen 26 (Noncash Contributions / 8283), Screen 32 (HSA / 8889), Screen 39 (Keogh/SEP)
Note
16 screens
Rental & Farm
Screen 18 (Rental & Royalty / Schedule E p1), Screen 19 (Farm Income / Schedule F), Screen 21 (Farm Rental / 4835)
Note
6 screens
Business & Depreciation
Screen 16 (Business / Schedule C), Screen 22 (Depreciation / 4562), Screen 29 (Business Use of Home / 8829), Screen 17 (Dispositions / Schedule D / 4797)
Note
15 screens
Income (Core)
Screen 10 (W-2 Wages), Screen 11 (Interest), Screen 12 (Dividends), Screen 13.1 (Pensions/IRA), Screen 13.2 (Gambling), Screen 14 (Refunds)
Note
12 screens
K-1 Passthroughs
Screen 20.1 (Partnership 1065), Screen 20.2 (S-Corp 1120-S), Screen 20.3 (Estate/Trust 1041)
Note
3 screens
Form 1066
Not supported out of the box. The screens are available in CCH Axcess for direct entry.
Note
Manual entry
Form 1041
Estate/trust and beneficiary identity, Boxes 1-14, ordinary, portfolio, capital gains, depreciation, termination excess deductions, QBI
Note
Form 1120-S
Corporate and shareholder identity, Boxes 1-17, ordinary income, rental, portfolio, Section 179, charitable tiers, QBI, 163(j), K-3
Note
Form 1065
Part I & II entity and partner info, Boxes 1-20, guaranteed payments split (services/capital), QBI, 163(j), 743(b), credits, K-3
Note
General & Payments
Basic Data, Resident State & Demographics, Federal Estimates & Overpayment Application, Federal/State Tax Withholding, Direct Deposit & Bank Info
Note
10
Taxes
Form 6251 AMT, Schedule SE Self-Employment, Form 5329 Retirement Taxes, Schedule H Household Employment, Form 8960 Net Investment Income Tax (NIIT)
Note
13
Other Schedules
Form 3115 Accounting Method, 2848 Power of Attorney, W-7 ITIN.
Note
8275 Disclosure, 8379 Injured Spouse, 8886 Reportable Transactions, 970 LIFO and 14039 Identity Theft are not supported out of the box, but their screens are available for manual entry.
22
Credits
Form 1116 FTC, 2441 Child Care, 5695 Energy, 8962 Marketplace, 8863 Education, 8812 Child Tax Credit, 3800 General Business Credits, 8936 Clean Vehicle
Note
28
Deductions
Schedule A Itemized Deductions, 2106 Unreimbursed Employee Expenses, 8283 Noncash Contributions, 8889 HSA, 8853 MSA, 1098-E Student Loan Interest, Keogh/SEP/SIMPLE
Note
13
Foreign
FBAR (FinCEN 114) / 8938, Form 1116 Foreign Tax Credit.
Note
Form 2555 (FEIE), Form 8865, Form 3520/3520-A and Form 1040-NR are not supported out of the box, but their screens are available for manual entry.
21
Income
Wages (W-2), Interest (1099-INT), Dividends (1099-DIV), Consolidated 1099, Sch C, Sch D/4797/4684, K-1s (1065, 1120-S, 1041), Sch E, Sch F, 1099-R, 1099-MISC/NEC/G/K
Note
21
Schedule K-1 · CCH Axcess Tax
How Filed handles Schedule K-1s.
Filed can reach every field on the K-1 input screens, footnote worksheets included. The tax pro approves every value in the plan before it goes in.
Entity form
Input screen
Sections
What's covered
Income
Wages (W-2), Interest (1099-INT), Dividends (1099-DIV), Consolidated 1099, Sch C, Sch D/4797/4684, K-1s (1065, 1120-S, 1041), Sch E, Sch F, 1099-R, 1099-MISC/NEC/G/K
Form 1065
Partnership
Schedule E, page 2 (Partnership Passthrough)
98 active (112 total)
Part I & II entity and partner info, Boxes 1-20, guaranteed payments split (services/capital), QBI, 163(j), 743(b), credits, K-3
K-1 Passthroughs
Screen 20.1 (Partnership 1065), Screen 20.2 (S-Corp 1120-S), Screen 20.3 (Estate/Trust 1041)
Form 1065
Partnership
Screen 20.1 (Series 55)
1 screen, multi-activity
Part I & II entity and partner info, Boxes 1-20, guaranteed payments split (services/capital), QBI statements, 163(j), 743(b), credits, K-3
Income
Wages (W-2), Interest (1099-INT), Dividends (1099-DIV), Digital assets (1099-DA), Sch C, Sch D/8949, K-1s (1065, 1120-S, 1041), Sch E, Sch F, 1099-R, 1099-MISC/NEC/G/K, 1099-OID
Form 1065
Partnership
Screen K1P (405) and K1PA Tab1 (406)
2 screens, multi-activity
Entity and partner identity, Boxes 1-20, guaranteed payments, Section 199A QBI activities, 163(j), foreign transactions (K-3)
Foreign
FBAR (FinCEN 114) / 8938, Form 1116 Foreign Tax Credit.
Form 1120-S
S corporation
Schedule E, page 2 (S Corporation Passthrough)
98 active (112 total)
Corporate and shareholder identity, Boxes 1-17, ordinary income, rental, portfolio, Section 179, charitable tiers, QBI, 163(j), K-3
Income (Core)
Screen 10 (W-2 Wages), Screen 11 (Interest), Screen 12 (Dividends), Screen 13.1 (Pensions/IRA), Screen 13.2 (Gambling), Screen 14 (Refunds)
Form 1120-S
S corporation
Screen 20.2 (Series 56)
1 screen, multi-shareholder
Corporate and shareholder identity, Boxes 1-17, ordinary income, rental, portfolio, Section 179, charitable tiers, QBI, 163(j), K-3
Foreign
FBAR (FinCEN 114), Form 1116 Foreign Tax Credit.
Form 1120-S
S corporation
Screen K1S (407) and Screen K1B (230)
2 screens, multi-shareholder
Corporate and shareholder identity, Boxes 1-17, ordinary income, rental, portfolio, Section 179, shareholder debt basis, QBI, K-3
Deductions
Schedule A Itemized Deductions, 2106 Unreimbursed Employee Expenses, 8283 Noncash Contributions, 8889 HSA, 8853 MSA, 1098-E Student Loan Interest, Keogh/SEP/SIMPLE
Form 1041
Fiduciary
Schedule E, page 2 (Fiduciary Passthrough)
86 active (95 total)
Estate/trust and beneficiary identity, Boxes 1-14, ordinary, portfolio, capital gains, depreciation, termination excess deductions, QBI
Business & Depreciation
Screen 16 (Business / Schedule C), Screen 22 (Depreciation / 4562), Screen 29 (Business Use of Home / 8829), Screen 17 (Dispositions / Schedule D / 4797)
Form 1041
Fiduciary
Screen 20.3 (Series 57)
1 screen, multi-beneficiary
Estate/trust and beneficiary identity, Boxes 1-14, ordinary, portfolio, capital gains, depreciation, termination excess deductions, QBI
Other Screens
State specific screens, federal/state diagnostic review screens, specialized calculations
Form 1041
Fiduciary
Screen K1F (408)
1 screen, multi-beneficiary
Estate/trust and beneficiary identity, Boxes 1-14, ordinary, portfolio, capital gains, depreciation, termination excess deductions, QBI
Credits
Form 1116 FTC, 2441 Child Care, 5695 Energy, 8962 Marketplace, 8863 Education, 8812 Child Tax Credit, 3800 General Business Credits, 8936 Clean Vehicle
Form 1066
REMIC / other
Schedule E, page 2 (Schedule Q Passthrough)
Manual or custom entry
Not supported out of the box. The screens are available in CCH Axcess for direct entry.
Rental & Farm
Screen 18 (Rental & Royalty / Schedule E p1), Screen 19 (Farm Income / Schedule F), Screen 21 (Farm Rental / 4835)
Form 1066
REMIC / other
Screen 20.4 / Other
Available for entry
Not supported out of the box. The screens are available in Lacerte for direct entry.
Other Forms
Form 4562 Depreciation, 8829 Home Office, 8801 Minimum Tax, 8949 Sales.
Form 1066
REMIC / other
Screen E / Other
Available for entry
Not supported out of the box. The screens are available in Drake for direct entry.
Other Schedules
Form 3115 Accounting Method, 2848 Power of Attorney, W-7 ITIN.
Deductions & Adjustments
Screen 25 (Itemized Deductions / Schedule A), Screen 24 (Adjustments to Income), Screen 26 (Noncash Contributions / 8283), Screen 32 (HSA / 8889), Screen 39 (Keogh/SEP)
Credits
Form 8812 Child Tax Credit, 8863 Education, 2441 Child Care, 8880 Saver's Credit, General Business Credits
Taxes
Form 6251 AMT, Schedule SE Self-Employment, Form 5329 Retirement Taxes, Schedule H Household Employment, Form 8960 Net Investment Income Tax (NIIT)
Credits
Screen 33.1 (Child Care / 2441), Screen 34 (General Business Credits / 3800), Screen 37 (Education / 8863), Screen 38 (Energy / 5695), Screen 39.1 (Health Marketplace / 8962)
General & Demographics
Screen DEMO (Demographics), Screen IDS (Identification), Dependents, Client Status, Direct Deposit
General & Payments
Basic Data, Resident State & Demographics, Federal Estimates & Overpayment Application, Federal/State Tax Withholding, Direct Deposit & Bank Info
Foreign & Nonresident
Screen 35.1 (Foreign Tax Credit / 1116), Screen 35.2/35.3 (FTC Carryovers), FBAR.
Taxes & Payments
Screen 6251 AMT, Screen 5329 Retirement Taxes, Screen SE Self-Employment, Federal/State Estimates & Overpayment
Taxes & Payments
Screen 45 (Alternative Minimum Tax / 6251), Screen 45.1 (Self-Employment / SE), Screen 46 (Household Employment / Sch H), Screen 3 (Estimates & W/H), Screen 4.1 (Direct Deposit)
Deductions & Adjustments
Screen A (Schedule A), Screen 8889 (HSA), Screen 4952 (Investment Interest), IRA/Keogh Adjustments
General & Other Schedules
Screen 1 (Client Info), Screen 2 (Dependents), Screen 31 (Accounting Method / 3115).
Miscellaneous & States
State residency screens, multi-state withholding, composite filing indicators, custom client organizer items
State Specific Screens
Dedicated state screens for the states Lacerte supports, for example NY, CA, MA, IL and PA. Multi-state allocations go to the preparer for review
Schedule K-3
K-3 data is subject to professional review, because multi-activity statements vary widely in format. Filed extracts and maps foreign dividends, interest, capital gain distributions, foreign taxes paid or accrued, and payment dates into your tax software.
K-1 adjustments
Filed enters the figures exactly as stated on the K-1. Where a line needs a tax adjustment (Line 11 other income, state modifications, nondeductible items) or a reportable amount has to be worked out from QBI footnotes, preparers use Prowork or Analyst to settle it before pickup into your tax software.
Where each K-1 box goes in your tax software.
K-1 box
What it holds
Input
How Filed handles it
Part I & II
Entity EIN, legal name, address, partner/shareholder SSN, name, address, ownership %, partner type
General Information / Demographics
Maps entity identity, address, partner type (general/limited), domestic/foreign status, and Taxpayer/Spouse/Joint code.
Box 1
Ordinary business income (loss)
Activity Details / Current Income
Flows to Schedule E, page 2; supports material participation and passive/nonpassive classification.
Box 2 & 3
Net rental real estate income; other rental income
Rental Activity Details
Applies passive activity rules and real estate professional elections.
Box 4a & 4b
Guaranteed payments for services; for capital (1065)
Activity Details / Guaranteed Payments
Tracks service payments (subject to SE tax) and capital payments separately.
Box 5
Interest income and U.S. government bond interest
Interest Income / Portfolio
Separates U.S. bond interest (state-exempt) from standard portfolio interest.
Box 6a & 6b
Ordinary dividends; qualified dividends
Dividend Income / Preferential Rates
Populates dividend income and routes qualified dividends to preferential rate worksheets.
Box 7
Royalties
Royalty Income Details
Populates royalty income with allocable expenses.
Box 8 & 9a
Net short-term capital gain; net long-term capital gain
Capital Gains & Losses
Flows to Schedule D with the correct short-term and long-term attributes.
Box 9b & 9c
28% rate gain (collectibles); unrecaptured Sec 1250
Special Capital Gain Rates
Keeps special-rate gain categories for Schedule D and AMT worksheets.
Box 10
Net Section 1231 gain (loss)
Section 1231 Gain / Form 4797
Routes to Form 4797 Part I with the corresponding AMT adjustments.
Box 11
Other income/loss, Section 1256, cancellation of debt
Other Income & Modifications
Handles sub-types including debt discharge, Form 4684 casualties and Section 1256 contracts.
Box 12
Section 179 expense deduction
Expense Deductions / Form 4562
Subject to the dollar and business income limits on Form 4562.
Box 13
Charitable contributions; investment interest expense
Deductions & Section 59(e)(2)
Distinguishes 50%/60% cash, 30% capital gain property, noncash gifts and Section 59(e)(2) elections.
Box 14
Self-employment earnings; gross farm/fishing (1065)
Self-Employment / Schedule SE
Calculates the Schedule SE base and optional farming methods.
Box 15 / 13
Credits (housing, rehabilitation, R&D, work opportunity)
Tax Credits Worksheets
Attaches credit-specific schedules (Forms 3468, 5884, 6765, 8586, 8826, 8936, 8941).
Box 16 / 14
Foreign transactions from Schedule K-3
Foreign Transactions (K-3)
Populates foreign category, country code, foreign gross income, deductions and foreign tax credits (Form 1116).
Box 17 / 15
Alternative Minimum Tax (AMT) adjustments
AMT Adjustments & Preferences
Transfers AMT depreciation adjustments, depletion, intangible drilling costs and mining costs.
Box 18 / 16
Tax-exempt interest and nondeductible expenses
Tax-Exempt & Basis Items
Captures tax-exempt income for state tracking and nondeductible expenses for basis.
Box 19 / 16
Distributions of cash, marketable securities and property
Distributions & Basis Reduction
Extracts cash and property distributions for basis reduction and taxability checks.
Box 20 / 17 (Z)
Section 199A qualified business income (QBI)
Section 199A QBI Statements
Extracts QBI income, allocable W-2 wages, UBIA, REIT dividends and PTP income.
Box 20 / 17 (AE)
Section 163(j) business interest limitation
Section 163(j) Limitation
Populates business interest income/expense, excess taxable income and excess limitation carryforwards.
Box 20 / 17 (N)
Section 743(b) adjustments and Section 754 basis reductions
Basis Adjustments & Transfers
Enters positive and negative basis adjustments from partnership ownership transfers.
Footnotes and schedules · CCH Axcess Tax
Footnotes, statements and attached schedules.
Footnotes and supplemental statements
Multi-line disclosures attached to Box 20 codes: Section 199A components (W-2 wages, UBIA, SSTB indicators), Section 163(j) excess items, Section 743(b) step-ups and debt-financed distribution interest. Where client-specific adjustments are needed, preparers finalize pickup amounts in Prowork or Analyst.
Schedule K-3 foreign reporting
Foreign transactions, income classifications, apportioned deductions and creditable foreign taxes, feeding Form 1116 foreign tax credit calculations. Subject to professional review on multi-tier activities.
Depreciation and Form 4562
Form 4562 worksheets attached to passthrough activities in CCH Axcess Tax, including asset descriptions, listed property, Section 179 recapture and oil and gas depletion.
Passthrough business credits
Credits flow into the CCH Axcess Tax general business credit forms: R&D (6765), Clean Fuels (7218), Low-Income Housing (8586), Small Employer Health (8941) and Clean Vehicles (8936).