Configuring the Document Integration with CCH Axcess™ Tax
You can send tax returns from CCH
Tax returns are sent to Document as PDFs or TIFFs. Keep in mind the following limitations:
- PDFs larger than 5,000 pages cannot be sent to Document.
- Organizer printing and batch printing are not available.
The following configuration is needed before you can send Tax returns to Document:
- Firm-level configuration. Configure the tax mapping options in Administration Manager. These options help ensure that returns are placed in the correct Document folder.
- User-level configuration. Set the Tax user option that allows for returns to be sent to Document.
- Additional configuration when also using Portal. When your firm configures the tax mapping options for Document, it should also select Portal folder template options. No additional configuration is needed to enable the integration. For best results, you should set up client portals before attempting to publish returns to portals. Portals can be created singly or in batches. See Adding Portals and Adding Portals in Batches for instructions on creating portals.