How do I export eFile history from the Electronic Filing Status site with CCH Axcess™ Tax and CCH® ProSystem fx® Tax?

  • Article Type:
  • How To
  • Last Modified:
  • 02/26/2022

Objectives

N/A

Environment

  • CCH Axcess Tax
  • CCH ProSystem fx Tax

Procedure

To export the history for a single return
  1. Search for the return using the Filter/Search boxes
  2. Click on the return ID of the return
    • The Print button will open the Print dialogue box. From here, you can send it to your printer.
    • The Export button will create an Excel spreadsheet. From here, you can click Save to save it to your computer.
To export the history for a group of returns
  1. Select your filter or enter your search criteria and click Go or Search
  2. Scroll to the bottom of the page
  • The Batch Print History will send the history to your printer.
  1. Click the Batch Print History. This will open a new tab.
  2. In the new tab, click Print. This will open the print dialogue box. From here, you can send it to your printer.
  • The Batch Export History button will create an Excel spreadsheet of the history. 
  1. Click the Batch Export History button
  2. Click Export. You can now click Save to save the spreadsheet to your computer.

Additional Information

  Solution Tools
  Attachments
 Solution Id 000094205/How-do-I-export-eFile-history-from-the-Electronic-Filing-Status-site-with-CCH-Axcess-Tax-and-CCH-ProSystem-fx-Tax
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