Import Taxprep Files

Importing Taxprep files consists of retrieving a file created with the desktop version of the Taxprep program.

CCH iFirm Taxprep allows you to import a client’s return data while preserving key metadata from the original file.

Return statuses

When importing a Taxprep file associated with a custom return status, the return in CCH iFirm Taxprep will be associated with the default return status.

However, if a Taxprep file is associated with a predefined return status, the status will be imported into CCH iFirm Taxprep as per the mapping table below. Return statuses with no equivalent mapping value are displayed in the table as NA (Not Applicable), while returns associated with unmapped return statuses will be associated with the default return status value in CCH iFirm. If the imported return is associated with a status that is inactive in CCH iFirm Taxprep, the return will then be associated with the said return status value in addition to the label (Inactive).

Return statuses in Taxprep (destop version)	Return statuses in CCH iFirm Taxprep
Not prepared	Not started
Printed	Printed
To review	Review
In progress	Preparation
Reviewed	Review
Rolled Forward	Rolled Forward
Authorized by client	Authorizing
Completed	Completed
Billed	To pay
In review	Review
Amended	NA
Documents received	NA
Scanned	NA
Pending	NA
Ready to print	NA
Collated	NA
Sent to client	NA
	Open
	EFILE Successful
	Ready
	To EFILE

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