Export Existing Contacts to CCH iFirm

The Export Contacts to iFirm feature allows you to export contact information from ATX returns to CCH iFirm so you don't have to set up contact data twice.

To export your contact information to CCH iFirm:

  1. Click the Rollover Manager tab.
  2. Click the CCH iFirm menu, and click Export Contact to iFirm.

Export Contacts to CCH iFirm dialog box

  1. Click Export to iFirm.

If the SSN or EIN already exists in CCH iFirm, ATX skips the return and proceeds to the next return.

What's Included When you Export Contacts to CCH iFirm

When you export your contacts using Rollover Manager, ATX exports the following information to CCH iFirm:

  • SSN or EIN
  • Taxpayer name or business name
  • Address, city, state, and ZIP Code
  • E-mail address
  • Date of birth

See Also:

CCH iFirm