Prerequisites

• You must have the functional right to add clients when creating returns.
• You will need to have a .uYT file/return file from ProSystem fx® Tax.
  • Y = the tax year and T= the tax product
  • Where are the return files stored in CCH® ProSystem fx® Tax?

Steps to transfer a return from CCH® ProSystem fx® Tax to CCH Axcess™ Tax

1. Open Return Manager.
2. Select Utilities on the toolbar.
3. Select Transfer to Axcess from the dropdown menu.
4. On the Transfer to Axcess window, browse to and select the .uYT file that was created by ProSystem fx® Tax.
5. Select the appropriate return group, if needed, then select OK.
   • Note: You can change the client ID during this step if needed.
6. If the client exists in Axcess already then the process will complete.  If the client does not exist, you will need to select the options on the  Add Client window and click OK

• How do I use Return Rebuilder in CCH® ProSystem fx® Tax? 

Notes:

• You can only process in one return at a time into Axcess.
• The new return displays in the Return Manager grid with the Migrated  Return description.
• The return version is the next available number.
• If you are needing to migrate a large amount of returns to Axcess and are interested in researching other options, please contact your Sales Representative.
• If you are trying to transfer a return from another vendor, please follow the article below:
  • How do I convert returns from other vendors to CCH Axcess™ Tax or CCH® ProSystem fx® Tax?
• If the return will not process in, please try removing the business code located in the return.