Export Contacts to CCH iFirm

ATXexports your prior year contacts to CCH iFirm using the Rollover Manager. This process allows you to send all your taxpayer contact information to CCH iFirm, saving you time creating your CCH iFirm contacts.

To export your contact information to CCH iFirm:

  1. Click the Rollover Manager tab.
  2. Click the 2014 Returns Tab or click the Last Month/Quarter tab.
  3. Do one of the following:
  • Click the check box next to each contact you want to export.
  • Click the Mark All button on the toolbar to select all contacts.
  1. Click the CCH iFirm menu, and click Export Contact to CCH iFirm.

Export Contacts to CCH iFirm dialog box

  1. Click Export to iFirm.

What's Included in the Export

When you export your contact using Rollover Manager ATX export the following information to CCH iFirm:

  • SSN or TIN
  • Taxpayers firstand last name or business name (depends on the return type)
  • Address, city, state, and zip code
  • Work, cell and home phone numbers
  • Email address
  • Date of birth

If the SSN or TIN already exist in CCH iFirm ATX will skip the return and proceed to the next return.