In CCH Axcess, multiple tax returns can be rolled forward at the same time using Batch Manager or can be rolled forward one at a time using Return Manager.

If your firm uses tax return templates when creating new returns and the templates are not rolled forward to the year that you will roll forward returns to, first roll the templates forward. This will ensure that template data is applied to the returns when they are created. For more information, go to our article on rolling forward return templates.

Rolling Forward Multiple Returns

1. Open Dashboard.
2. Click Applications Links.
3. Under Tax, click Batch Manager.
4. On the ribbon, click New Job > Roll Forward > Returns.
5. Select the tax year and other filter criteria, and click Go. A list of returns that meets the filter criteria displays.
   • Batch Manager does not process returns in the order they are selected in the grid. Returns are processed concurrently on multiple servers. Therefore, you may consider selecting a value from the Return Version filter to roll forward a specific version.
6. Select any or all of the returns listed, and then click Continue.
   • Selecting the box next to Return ID will select all of the returns in the list.
7. Select the appropriate Roll Forward Returns Options.
   • Click for a description of what each option does.
   • What client data option do I use when rolling forward returns in CCH Axcess?
8. Do one of the following:
   • Click Submit Job to start the roll forward process.
   • Click Schedule Job to schedule the roll forward process to start at a later time.

• On the ribbon, click Refresh Job Status to update the status in the Job Status column.
• When the roll forward process is complete, the job status will read "Complete."

Rolling Forward a Single Return

1. Open Dashboard.
2. Click Application Links.
3. Under Tax, click Return Manager.
4. In Return Manager, select a view or search for a list of returns that match your search criteria.
5. Check the corresponding checkboxes for the returns that you need to Roll Forward. You may select more than one at a time, you may also select all returns on screen using the checkbox in the top-left corner on the header bar.
6. Select Manage on the toolbar.
7. Select Roll Forward from the dropdown menu.
8. Make the applicable selections in the Current Year Return Options window.
9. Click Create.

Additional Information

Please note: Axcess Tax roll forward is not affected by the client status in Client Manager. Setting a client status to Inactive will not suppress the roll forward.