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:
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CCH Axcess™ Tax
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CCH ProSystem fx® Tax
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Lacerte® Tax
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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 | |
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| 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 |
