Accounting Import

ATX Tax software can import your accounting data into tax returns from iFirm, CAS Trial Balance and CAS Client Write-Up. Accounting Data must be exported from iFirm or CAS and GL accounts must be mapped to their corresponding tax line, then the data may be imported into ATX and the amounts will flow to the mapped tax lines.

Supported Returns and Activities:

The Accounting Import feature imports accounting data into the following forms:

Form 1040, U.S. Individual Income Tax Return

Schedule C (1040), Profit or Loss from Business
Schedule E (1040), Supplemental Income and Loss (rent and royalty properties)
Schedule F (1040), Profit or Loss from Farming
Form 4835, Farm Rental Income and Expense

Form 1065, U.S. Return of Partnership Income

Form 1041, U.S. Return for Estates and Trusts

Form 8825, Rental Real Estate Income and Expenses of a Partnership or an S Corporation

Form 1120, U.S. Corporation Income Tax Return

Form 1120S, U.S. Income Tax Return for an S Corporation

Form 990, Return of Organization Exempt From Income Tax

Form 990EZ, Short Form Return of Organization Exempt From Income Tax