Introduction to CCH Axcess Tax

Tax features allow you to manage returns and templates for all installed tax years and return types using ribbon and grid controls. Workflow tools and automatic calculations support federal, state, and city entities. Robust diagnostics, full-featured depreciation and depletion capabilities, and a state-of-the-art electronic filing system exist for both individual and business returns.

You can link to a list of all supported federal forms, schedules, and state returns, including electronically filed forms and states from the CCHGroup.com Tax page. Go to our CCH Axcess™ Tax Support page to link to Forms Release Status information for both paper and electronic filing.

Show me the products that interface with Tax.

An integrated workflow with other CCH Axcess products and a centralized client database produce a streamlined and intuitive tax preparation experience.

• Batch Manager. Manage multiple return batch processes, such as calculation and print.
• CCH Axcess™ Document. Send tax return print files to Document, providing your firm with a centralized and searchable storage location for your files.
• CCH Axcess™ iQ. Review tax regulatory changes that may impact your clients. The iQ Events pane in your Dashboard presents a summary of announced, proposed, and final changes to tax rulings. From the pane, you can link to detail about each news event and the affected clients.
• CCH Axcess™ Practice. Send tax return invoice details as a progress bill to Practice Billing and Invoicing. Post time clock transaction detail for each tax return session to Practice Time Capture.
• CCH Axcess™ Workstream. Link returns to projects, send return status to Workstream, and access project route sheets.
• CCH® ProSystem fx® Engagement. Send tax return print files to a workpaper tab in an Engagement binder.
• CCH® eSign. Send documents for electronic signature during the electronic filing export process.
• CCH® IntelliConnect®. Link to up-to-date tax information with powerful search functionality, giving you access to the industry’s best content, greatly reducing your research time and improving the accuracy of your work.
• CCH® Scan. Identify returns that could be affected by legislative changes, such as tax rate or tax bracket updates, and system updates that resolve filing or calculation issues.
• Client Manager. Share common client data between a client profile and a tax return.
• Correspondence Manager. Access letters from open returns, offering you complete control over correspondence content and style.
• DataScan. Create keywords that can be associated with a specific form and field in a tax return. You can use these keywords to filter the available forms and fields when generating a new scan in DataScan.
• Electronic Filing Status System. Export electronic files to the Electronic Filing Status System. You can also access the Electronic Filing Status System from Tax.
• My1040Data Toolkit. Create Organizers for Pro Forma and new clients with My1040Data Toolkit to assist in gathering the information necessary to prepare Individual tax returns. After sending a My1040Data link to your clients, you can use the Toolkit to monitor, track, and view the contents of each client's My1040Data Organizer.
• Reports Manager. Run and review reports that include authorization and return processing detail in Reports Manager.

Rev: 1/8/2025, 1:44 PM