CCH DataScan Plus Export

CCH DataScan Plus Export

For Individual Type:

  1. Go to Dashboard
  2. Go to DataScan
  3. Create New Report
  4. Name Report Based on Return Type (e.g., Individual, Partnership, etc.)
  5. Search Type: Management
  6. Source: Profile
  7. Grab all necessary fields.
  8. Choose Criteria by:
    1. Source: Government
    2. Tax Authority: FD
    3. Choose: Form 1040 - U.S. Individual Income Tax Return and Add to Criteria
    4. Change Operator to P (Present)
    5. Change Connector to OR
    6. Choose: Form 1040A - U.S. Individual Income Tax Return and Add to Criteria
    7. Change Operator to P (Present)
  9. Click Submit or Schedule Scan.
  10. Click OK.

For Partnership Type:

  1. Change Name to the entity name.
  2. Search Type: Management
  3. Source: Profile
  4. Grab all necessary fields
  5. Choose Criteria By:
    1. Source: Government
    2. Tax Authority: FD
    3. Choose: Form 1065 - Schedules L, M-1, and M-2
    4. Change Operator to P (Present)
  6. Click Submit or Schedule Scan.
  7. Click OK.

For Corporations, choose: Form 1120 - Income, Deductions, Tax and Payments

Find the Reports in the DataScan Reports file in the File Explorer.



Data Disclaimers:

  1. Do not send data files via email.
  2. The cleanliness of data uploaded depends on the cleanliness of the source data.
  3. If data is in all caps, we will convert to proper case. Please know names such as "MCDONALD" will convert to "Mcdonald".
  4. Data should include first names, last names, account/client names, email addresses, phone numbers, and entity types. 
    1. Email addresses are extremely important.  This is how you will send your invites to Liscio.  Please include as many as possible!
  5. Mobile numbers must be classified as such in order to go under the Mobile Phone category.
  6. If no entity types (i.e. S-Corp, Partnership, Trust, etc.) are listed, accounts/clients will default to Individual or Organization. 
  7. Contacts cannot share an email address.
  8. Phone numbers without area codes cannot be imported.
  9. Duplicate Account Names and Contact Names can occur if they exist in source data.
  10. Certain fields, such as Bank Account, Notes, or Birthdates, cannot be imported.

    Contact Us

       Email:  support@liscio.me 
       Call Us: (765) 566-7127
       Hours: Monday - Friday | 8 AM - 8 PM EST
        Subscribe to our YouTube channel Liscio CX



      • Related Articles

      • Gmail Export Instructions

        Open Gmail Contacts. Select Google apps, then choose Contacts. In the left panel, select More to display additional options. Select Export. To export an entire address book, select Contacts. Select the drop-down arrow to choose a Google Contacts ...

      • Outlook Export: 2013 & 2016, 2010, Office 365

        Outlook 2013 & Outlook 2016 Open Outlook and click File.   Click Open & Export > Import/Export.   Select "Export to a file". Click Next.   Select "Comma Separated Values". Click Next.   Select Contacts option under Personal Folders.  Click Next.   ...

      • Xero Export

        In the Contacts menu, select the group of contacts you want to export. For example, to export contacts you've created sales invoices and sales credit notes for, click Customers. Click Export. Contacts will download as a CSV file to computer. Find ...

      • UltraTax Export

        Click Utilities and select Client Listing Reports.  Set report type to Client Contact. Check the box Include all contact phone numbers (export only). Click Continue. Under Focus, check boxes for 1040, 1120, 1165, 1041, Other. Click Select All. Click ...

      • Lacerte Export

        Go to the Clients list > Tax Type > Choose Entity (go down the list). Select all of the clients by clicking the top name at the list and clicking the shift key + end key. Once all selected, go to the Client tab at the top and click Export > Export to ...