In CCH Axcess™ Tax, a return template is what was called a default return in CCH® ProSystem fx® Tax. A return template is only used when creating new returns or rolling return forward to a new year. If used it will automatically populate data into the new return based on what is entered in the template. Return templates can be rolled forward from year to year.

• Roll Forward a Return Template in Batch Manager
• Roll Forward a Return Template in Return Manager

To roll forward a return template, do the following: - [Return to Top]

1. Open the CCH Axcess Dashboard.
2. Click Application Links, on the left navigation.
3. Click Batch Manager, located under Tax.
4. From the ribbon, click New Job > Roll Forward > Templates.
5. Select the Tax Year and other filter criteria to bring up a picklist of the return templates that you want to roll forward. 
6. Click Go.
   • A list of templates that meets the filter criteria will appear.
7. Check any or all of the templates listed to select them to roll forward, then click Continue.
   • Note: Checking the box next to Tax Year will select all of the templates in the list.
8. 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.
9. The job will appear in the Job Status section of Batch Manager.
   • From the ribbon, click Refresh Job Status to update the status in the Job Status column.
10. When the roll forward process is complete, the job status will read Complete.
11. The return templates have now been rolled forward to the next year.  They are available to be applied to returns at this time.

To roll forward a return template from Return Manager, do the following: - [Return to Top]

1. Open Return Manager.
2. Select your View drop menu, located in the bottom left corner of the grid.
3. Select Templates from the drop menu and select the corresponding view for the template you are needing to roll forward.
4. In the grid, select the corresponding checkbox for the template from a prior year.
   • Note: Only one template can be rolled forward at a time.
5. Select Manage on the toolbar.
6. Select Roll Forward from the dropdown menu.
7. In the dialog, make any updates as required.
8. Click Create.
9. The return template has been roll forwarded and will open.

Click to view the Help file on rolling return templates forward to the next year.