USA Tax year export
The following describes the enhancements included in the December 2023 update.
Tax packages
Updated the following tax packages to support the 2023 tax year:
- CCH ProSystem fx® Tax
- CCH Axcess™ Tax
- GoSystem Tax®
- Lacerte® Tax
- UltraTax® CS
Tax export codes
Updated the following US 2023 tax export codes:
CCH ProSystem fx® Tax, CCH Axcess™ Tax
| Tax Entity |
Code |
Description |
Change |
| Corporation |
26.EF |
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 and 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 |
GoSystem Tax®
| Tax Entity |
Code |
Description |
Change |
| Corporation |
25A |
Energy efficient commercial buildings deduction |
New Code |
| S Corporation |
19A |
Energy efficient commercial buildings deduction |
New Code |
| Partnership |
20B |
Energy efficient commercial buildings deduction |
New Code |
| 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 |
| 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 |
| K13EK.C |
Sch K: Other Portfolio Deductions |
Changed from K13DK.C |
| K13EV |
Other Deductions for Sch K |
Changed from K13DV |
| K13EV.A |
Meals and Entertainment |
Changed from K13DV.A |
| K13EV.B |
Form 4684 - ST Inc Pro |
Changed from K13DV.B |
| K13EV.G |
Sch K: Payments for Partners: IRA |
Changed from K13DV.G |
| K13EV.H |
Sch K: Payments for Partners: Keogh Plan |
Changed from K13DV.H |
| K13EV.I |
Sch K: Payments for Partners: SEP |
Changed from K13DV.I |
| K13EV.J |
Sch K: Deductions - royalty income |
Changed from K13DV.J |
| K13EV.K |
Sch K: Amounts paid for medical insurance |
Changed from K13DV.K |
| K13EV.L |
Sch K: Educational assistance benefits |
Changed from K13DV.L |
| K13EV.M |
Sch K: Dependent care benefits |
Changed from K13DV.M |
| K13EV.N |
Sch K: Preproductive period expenses |
Changed from K13DV.N |
| K13EV.O |
Sch K: Rental real estate commercial revitalization |
Changed from K13DV.O |
| K13EV.P |
Sch K: Reforestation expense deduction |
Changed from K13DV.P |
| K13EV.R |
Section 743(b) negative adjustments |
Changed from K13DV.R |
Lacerte® Tax
| Tax Entity |
Code |
Description |
Change |
| 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 |
| K13BF |
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 and Entertainment |
Changed from K13DV.A |
| K13EV.B |
Form 4684 - ST Inc Pro |
Changed from K13DV.B |
UltraTax® CS
| Tax Entity |
Code |
Description |
Change |
| Corporation |
26.EF |
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 4684 - 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 |
