How do I export tax balances to CCH Axcess™ Tax from CCH Axcess™ Financial Prep?
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:
- Open the Tax Summary Report.
- Click the download arrow on the upper-right corner of the page. The export file is created
- 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.