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

      • Bulk Printing Organizers from CCH

        Important Notes Before Printing Page Limit for Pre-Organizer Content: The pages preceding the first page of the organizer (e.g., client demographic/personal information page) should not exceed 25 pages. This includes the cover letter, inserts (such ...

      • Printing Tax Returns from CCH

        Important Notes Supported Tax Returns Support: Federal and all State 1040 tax returns. Not supported: Locality, state-only filings, and US-1040-NR. Only long-form 1040 returns are supported (1040EZ and 1040A are not). Learn more here. Required Forms ...

      • 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.   ...

      • New Customers: How to Export Your Client List for Import Into Liscio

        Two easy steps to export and send your client list - we'll handle the import! Step 1: Export Your Client List Follow the export instructions for your tax software to download your client list. Practice CS UltraTax Lacerte Drake Intuit ProSeries CCH ...