startExporting Clients
How To

Exporting Clients

CCH Corporation Tax
Last update: Reading time 2 minutes
Travelling ClientsClient Management
    Using CCH Corporation Tax, you can export client data to a different database in XML format.  Exporting a client file does not remove the file from the database - a copy of the selected file is exported to the target location. Only the CCH Corporation Tax data and some CCH Central fields are copied for export. The original file in the database remains accessible (unlocked) and can be updated after the export. Note If you are familiar with CCH Personal Tax, it operates in a similar manner to this with similar looking screens.

    Export Client(s) data

    Click File > CT Import/Export > Export.

    In the Select client(s) to export window, search for the client by: 

    Name: Enter the company name in the Name box or click the Name column header to sort the list alphabetically. 

    Client Code: Enter the client code in Code or click the Client Code column header to order by number or alphabetically.

    Use the vertical scroll bar to scroll up and down the list.

    Group: Enter the nameof the Group(s) to filter the list of clients to groups only.

    Choose the Client(s) by selecting the check box to the left of each individual Client Code, and then click Next at the right of the bottom menu bar.

    To choose All Clients, select the check box to the left of the Client Code column header on the top menu bar.

    In the Select export file window, select where you want to save the file to by clicking on either (Click here to select an export file) or (Browse). A new Save As window opens.

    Add the File name of your choice and where you want to save the file. The format of the file is selected automatically.

    Click Save. The Save As window closes.

    In the Select export file window, click Next in the bottom menu bar. The export begins and the window displays the word 'exporting'. Once the export is finished this updates to 'export complete'.  The window shows where the case has been exported to and if the export was successful.

    Click Finish in the bottom menu bar.
    The exported data file will be available as an .xml file at the target location you specified.

    There is a facility within the software limiting the size of cases to be exported and imported.  The default size is to be limited to 500MB but this can be changed via the configuration key below.

    Related documents

    CCH Corporation Tax 2026.3: Release Notes
    Release Notes for CCH Corporation Tax 2026.3
    CCH Corporation Tax 2026.2: Release Notes
    Release Notes for CCH Corporation Tax 2026.2
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    This document provides a quick start guide for using CCH Corporation Tax software. It outlines essential features such as the Data Navigator, which assists in completing clients' Returns, and the use of Breadcrumbs for navigation. Additionally, it explains the functions available in the Ribbon panel located at the top of the screen. Overall, the document aims to streamline the user experience by highlighting key tools and navigation methods within the software.
    Non Trade Loan Relationships
    This document outlines topics related to Non Trade Loan Relationships in corporate tax computations. It includes links to sections on Non Trade Loan Relationship Summary, Credits, and Debits, detailing how to input and summarize these tax-related items in the Data Navigator. Each section describes the process for entering data and how totals are summarized for reporting purposes. Additionally, it links to related topics like Foreign Income and Miscellaneous Income.
    Document Publishing
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