Transferring ProSystem fx Return Data to CCH Axcess Tax

Provided you have the functional right to add returns, you can transfer tax return data that has been exported from your pre-migration version of ProSystem fx Tax to a new return version in CCH Axcess Tax. The Transfer to Axcess utility transfers data for a single return only. The utility does not transfer data for a batch of returns and is not used for your firm's conversion process to CCH Axcess Tax.

1. In Return Manager, select Utilities > Transfer to Axcess above the Returns grid.
2. Browse to and select the .U file that was exported from ProSystem fx Tax.
3. Do one of the following:
   • Correct CCH Axcess client ID. Continue to the next step.
   • Client ID does not exist in CCH Axcess. If you have the functional right to add clients, click Add a New Client and do the following:
     • Enter profile data for the new client. Enter an office, business unit, client type, and return group. See Selecting Return Types for information about the return types that are available for each client type.

     Notes:

     • Business Unit is available only when your firm has more than one business unit.
     • You cannot add returns for clients assigned to a custom or Sole Proprietorship client type.
   • Change the client ID. Click and do the following:
     • Enter a different client ID and click to verify the ID exists in CCH Axcess.
     • Click to exit edit mode.
4. Accept the default return group, return configuration set, and signer for a CCH Axcess client or select a value from each field.
5. Click Transfer.