Selecting Return Version to Migrate

You can select to migrate one or more versions of each return. Use the filters on this window to select which returns to migrate. You can always re-run the migration and select to only migrate returns, which will return you to this window.

Tip: If you have large returns (those taking 30 minutes or more to calculate), we recommend migrating those separately because they may slow migration time.

Returns must be calculated in the existing foundation suite before they can be migrated to CCH Axcess. If changes have been made to a return that would require a re-calc, that return will not be migrated.

Important: Use the existing foundation suite's Production Processing to batch pro forma your returns to the current tax year prior to migration.

To select the versions of returns to migrate, do the following:

1. Use the Return Type, Return Status, Tax Year, and Modified Date filters to find the return versions to migrate to CCH Axcess. Use the Automatic Select list to send versions to the Selected returns table. Click Search.

All returns meeting the criteria you chose in the filters display in the Selected returns table. Possible matches (meeting other criteria but not the auto select) display in the Available returns table.

2. You may search more than once to find all your returns to migrate. The returns in the Available returns table are from the most recent search.
3. To select a return version to migrate, do one of the following:
   • Click to move all returns to the Selected list.
   • Click to move the selected return to the Selected list.
4. To remove a return version from the Selected list, do one of the following:
   • Click to move all returns from the Selected list.
   • Click to move the selected return from the Selected list.
5. Click Continue to go on to the next window or Cancel to return to the beginning of the migration process.