Tax export codes
Content in this topic requires OnPoint Audit.
In the 9-100 Tax export form, you can export your tax year’s data, then import it to your third-party tax vendor. OnPoint Audit supports various tax software and export codes.
Tax software
The OnPoint Audit tax export supports the 2023 tax year for the following tax software:
-
CCH Axcess™ Tax
-
CCH ProSystem fx® Tax
-
Lacerte® Tax
-
UltraTax® CS
Tax export codes
OnPoint Audit includes the latest 2023 tax export code changes.
CCH Axcess (™) Tax, CCH ProSystem fx® Tax
|
Tax Entity |
Code |
Description |
Change |
|
C Corporation |
26EF |
Meals & Entertainment (100% Allow) |
Delete |
|
S Corporation |
19.V |
Meals & Entertainment (100% Allow) |
Delete |
|
K16B.B |
PPP Loans, EIDL, Oth COVID Grants |
Delete |
|
|
Partnership |
20.EF |
Meals & Entertainment (100% Allow) |
Delete |
|
K13C |
Interest Expense on Invest Debt |
Changed from K13B |
|
|
K13D2 |
Expenditures applying to SEC 59(e) |
Changed from K13C2 |
|
|
K13EH.A |
Portfolio Deductions - Royalty (Override) |
Changed from K13DH.A |
|
|
K13EK |
Other Portfolio Deductions |
Changed from K13DK |
|
|
K13EK.B |
Other Portfolio Deductions (Override) |
Changed from K13DK.B |
|
|
K13EV |
Other Deductions for Sch K |
Changed from K13DV |
|
|
K13EV.A |
Meals & Entertainment |
Changed from K13DV.A |
|
|
K13EV.B |
Form 4684 - ST Inc Pro |
Changed from K13DV.B |
|
|
K13EV.F |
Other Deductions (Override) |
Changed from K13DV.F |
|
|
K13EH |
Portfolio deduction - royalty income |
Changed from K13DH |
|
|
K13AA.A |
Charitable Contributions - Cash |
New Code |
|
|
K13AB.A |
Charitable Contributions - NON-Cash |
New Code |
|
|
K13B.A |
Charitable Contributions - NON-Cash OVERRIDE |
New Code |
|
|
K18B.B |
PPP Loans, EIDL, Oth COVID Grants |
Delete |
|
|
K13D3 |
Excess business interest expense |
Changed from K13C3 |
|
|
K13EV.Q |
Section 965(c) deduction |
Changed from K13DV.Q |
Lacerte® Tax
|
Tax Entity |
Code |
Description |
Change |
|
C Corporation |
26.EF |
Meals & Entertainment (100% Allow) |
Delete |
|
S Corporation |
19.V |
Meals & Entertainment (100% Allow) |
Delete |
|
Partnership |
20.EF |
Meals & Entertainment (100% Allow) |
Delete |
|
K13BI |
Sch K: Contributions (100%) |
Changed from K13AI |
|
|
K13BD |
Non-cash Charitable Contributions (50%) |
Changed from K13AD |
|
|
K13BE |
Non-cash Charitable Contributions (30%) |
Changed from K13AE |
|
|
K13EF |
F Non-cash Charitable Contributions (20%) |
Changed from K13AF |
|
|
K13C |
Interest Expense on Invest Debt |
Changed from K13B |
|
|
K13D2 |
Expenditures applying to SEC 59(e) |
Changed from K13C2 |
|
|
K13EK |
Other Portfolio Deductions |
Changed from K13DK |
|
|
K13EV |
Other Deductions for Sch K |
Changed from K13DV |
|
|
K13EV.A |
Meals & Entertainment |
Changed from K13DV.A |
|
|
K13EV.B |
Form 4684 - ST Inc Pro |
Changed from K13DV.B |
UltraTax® CS
|
Tax Entity |
Code |
Description |
Change |
|
S Corporation |
19.V |
Meals & Entertainment (100% Allow) |
Delete |
|
1125A05.G |
Meals fully deductible |
Delete |
|
|
RENT02 |
Meals fully deductible |
Delete |
|
|
F32C.A |
Meals fully deductible |
Delete |
|
|
430H |
Meals fully deductible |
Delete |
|
|
S Corporation |
19.V |
Meals & Entertainment (100% Allow) |
Delete |
|
K12AC |
Capital gain property (20%) |
Delete |
|
|
K12AD |
Non-cash contributions (50%) |
Delete |
|
|
K12AE |
Non-cash contributions (30%) |
Delete |
|
|
K12AF |
Cap gain property (30%) |
Delete |
|
|
1125A05.I |
Meals fully deductible |
Delete |
|
|
K12AI |
Non-cash contributions |
Changed Description |
|
|
K12AJ |
Qualified conservation (100%) |
Delete |
|
|
RENT02 |
Meals fully deductible |
Delete |
|
|
F32C.A |
Meals fully deductible |
Delete |
|
|
430H |
Meals fully deductible |
Delete |
|
|
Partnership |
20.EF |
Meals & Entertainment (100% Allow) |
Delete |
|
RENT02 |
Meals fully deductible |
Delete |
|
|
F32C.A |
Meals fully deductible |
Delete |
|
|
K13BI |
Sch K: Contributions (100%) |
Changed from K13AI |
|
|
K13BD |
Non-cash Charitable Contributions (50%) |
Changed from K13AD |
|
|
K13BE |
Non-cash Charitable Contributions (30%) |
Changed from K13AE |
|
|
K13BF |
Non-cash Charitable Contributions (20%) |
Changed from K13AF |
|
|
K13C |
Interest Expense on Invest Debt |
Changed from K13B |
|
|
K13D2 |
Expenditures applying to SEC 59(e) |
Changed from K13C2 |
|
|
K13EK |
Other Portfolio Deductions |
Changed from K13DK |
|
|
K13EM |
OD - Educational assist benefits |
Changed from K13DM |
|
|
K13EN |
OD - Dependent care benefits |
Changed from K13DN |
|
|
K13EO |
OD - Preproductive period exp |
Changed from K13DO |
|
|
K13EQ |
OD - Pensions and IRAs |
Changed from K13DQ |
|
|
K13ER |
OD - Reforestation expense deduction |
Changed from K13DR |
|
|
K13EV |
Other Deductions for Sch K |
Changed from K13DV |
|
|
K13EV.A |
Meals and Entertainment |
Changed from K13DV.A |
|
|
K13EV.B |
Form 4648 - ST Inc Pro |
Changed from K13DV.B |
|
|
K13EV.C |
OD - Penalty on early withdrawal |
Changed from K13DV.C |
|
|
K13EV.E |
OD - Other health insurance |
Changed from K13DV.E |