How do I export tax balances to CCH Axcess™ Tax from CCH Axcess™ Financial Prep?


The Tax Summary Report is automatically created based on the tax groupings in the TAX trial balance. Compare the prior year balances in this report to last year’s tax return. If the balances are not the same, review the tax group assignments in the TAX trial balance. It is possible that accounts are not grouped the same here as they were last year. Make modifications as needed.

You can export tax balances to a file that can be imported into CCH Axcess Tax. The current year and prior year tax balances for each tax group are exported to a text file which maps to the corresponding worksheet section and field number in CCH Axcess Tax.

To export the tax balances, do the following:

  1. Open the Tax Summary Report.
  2. Click the download arrowTax download arrow on the upper-right corner of the page. The export file is created
  3. Select a location to save the file. The default file name is Compfile.txt. This is the file name required by CCH Axcess Tax.

To import data from an accounting system to a return using G/L Bridge, use the following article.

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