How do I roll forward returns to the next year in CCH Axcess™ Tax?

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 you have not rolled forward these templates to the same year that you need to roll returns forward to, you will want to roll the templates forward before rolling forward returns.  This will ensure that template data is applied to the returns when they are created.  Click to find out how to roll forward return templates.

Rolling Forward Multiple Returns

  1. Open Dashboard.
  2. In the left-hand pane, click Applications.
  3. Under Tax Processing click Batch Manager.
  4. In the ribbon, click New Job > Roll Forward > Returns.
  5. Select the Tax Year and other filter criteria to bring up a picklist of the returns that you want to roll forward.  Then click Go. A list of returns that meets the filter criteria will appear.
  6. Select any or all of the returns listed to select them to roll forward, then click Continue.
    • Selecting the check box next to Return ID will select all of the returns in the list.
  7. Select the appropriate Roll Forward Returns Options.  When finished click Submit Job to start the roll forward process immediately or click Schedule Job to schedule the roll forward process to start at a later time.
  8. The job will appear in the Job Status section of Batch Manager.
    • In the ribbon, click Refresh Job Status to update the status in the Job Status column.
  9. When the roll forward process is complete, the job status will read "Complete."
  10. The returns have now been rolled forward and are available to be worked on in the following year's version of CCH Axcess Tax.

Rolling Forward a Single Return

  1. Open Dashboard.
  2. Click Application Links.
  3. Under Tax, click Return Manager.
  4. In Return Manager, select the return that you would like to roll forward.
  5. In the ribbon, click Home > Roll Forward.
  6. Make the applicable selections in the Current Year Return Options dialog.
  7. Click Create.
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