Transferring Tax Return Data to CCH Axcess

Return Manager provides an option of importing tax data from one or multiple returns in your pre-migration version of Tax.

Note: You must have the functional right to add returns to use the Transfer to Axcess feature.

Importing Tax Data

1. In Return Manager, click Transfer to Axcess in the Maintenance group on the Utilities ribbon.
2. Browse to and select the U file that was created by CCH ProSystem fx Tax.

Note: The default location is X:\wfx32\Client\YYT, where X is the driver where CCH ProSystem fx Tax is installed, YY is the tax year, and T is the code for the return type.

3. Select the client ID.

   Note: You can change the client ID, if needed.

4. Select to create a return from the metadata present in the U file.

Note: If the originating return is open in CCH ProSystem fx Tax, a "return in use" message displays.

5. Select to create a client, if applicable.

Note: You must have the functional right to add clients when creating returns.

6. Click OK. When the transfer completes:
   • The new return displays in the Return Manager grid with the Recalled Return description.
   • The return version is the next available number.
   • The return type and client ID are transferred as well as the following:
     • Individual (1040). Social Security Numbers, Federal ID number, and the taxpayer and spouse names.
     • Corporation (1120), S Corporation (1120S), Fiduciary (1041), Partnership (1065), Employee Benefit (5500), Exempt Organization (990), and Estate & Gift (706/709). Entity name data, Federal ID number, client name, and Employer ID number.