Tax export codes

This topic applies to 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