Allow Control of What Gets Sent to CCH Merged

For example, K1A defaults to nonpassive status while CCH Axcess defaults to passive for investments. Instead of having users design a workflow to accommodate the mismatch or manually update each investment status in K1A prior to import, please allow users to just say "Don't send this field through." CCH Axcess also automatically calcs 20A and 20B info for users, so allowing users to exclude those fields from the import would prevent preparers and reviewers from having to delete those amounts from every K-1 and be able to ignore them instead.

Choosing what states should be included in the bridges to other tax software would be great too.

Additional areas where controlling what is sent over is useful:

• Addition of Line 5 Government Interesting to integration

• Adding 3 predefined selections under line 13R and add to integration

• Adding 13W - 2% Floor to integration

• Controlling federal, state, foreign, and K-3 information for what to send to CCH.