CCH Axcess Tax

IT-370-PF

Government Form		CCH Axcess Input
		Worksheet	Section	Field
Extension may be produced from		Extension > Extension	Automatic Extension	State code of "NY" State Extension (Resident state automatic extension of time to file) Prepare all state and city extensions
		General > Return Options	Form Printing Options	State Extension if home state is "NY"
Worksheet Line 1	Form IT-205 Line 14 or
Worksheet Line 1		New York > Other	Extension Information - Overrides	NYS Tax Liability- Override
		Extension > Extension	Automatic Extension	Income tax liability- Override
Worksheet Line 2	Form IT-205 Lines 23 or
Worksheet Line 2		New York > Other	Extension Information - Overrides	NYC Tax Liability- Override
Worksheet Line 3	Form IT-205 Lines 25 through 27 or
Worksheet Line 3		New York > Other	Extension Information - Overrides	Yonkers Tax Liability- Override
Worksheet Line 4	Calculated or
Worksheet Line 4		New York > Taxes	Other Taxes and Recaptures	Sales and Use Tax
Worksheet Line 5	Calculated
Worksheet Line 6	Form IT-205, Line 37 or
Worksheet Line 6		New York > Other	Extension Information - Overrides	Total Payments- Override
Worksheet Line 7	Calculated
Paid preparer	Calculated
Partnership, estate or trust ID		General > Basic Data	General	Employer ID number
Date fiscal year begins		General > Basic Data	General	Fiscal year dates beginning
Date fiscal year ends		General > Basic Data	General	Fiscal year dates ending
Enter your 2-digit special condition		New York > General	Residency Information	Enter code for qualifying special condition
Name of partnership, estate or trust		General > Basic Data	General	Estate or trust name Estate or trust name continued
Name and title of fiduciary		General > Basic Data	General	Name and Title of fiduciary
Address (number and street or rural route)		General > Basic Data	General	Street Address
City, village or post office		General > Basic Data	General	City State Zip Code
Email		General > Basic Data	General	Fiduciary's email address
1	Calculated
2	Calculated
Page 2
Preparer's signature		General > Return Options	Preparer Information – Overrides	Print preparer's signature
Date		General > Return Options	Preparer Information – Overrides	Print date signed by preparer
Preparer's NYTPRIN		New York > Other	Extension Information - Overrides	New York tax preparer registration identification number
Preparer's SSN or PTIN		New York > Other	Extension Information - Overrides	Preparer SSN or PTIN
Preparer's firm name and address		General > Return Options	Preparer Information – Overrides	Firm name and address
Preparer's EIN		General > Return Options	Preparer Information – Overrides	Firm employer ID number
Email		General > Return Options	Preparer Information – Overrides	Preparer's email
Mark if self-employed		General > Return Options	Preparer Information – Overrides	Self-employed

Product Support - support.cch.com/axcess

Customer Support Knowledge Base - support.cch.com/kb

Customer Support Contacts - support.cch.com/contact