How do I link trial balance information from CCH Axcess™ Financial Prep to a tax return in CCH Axcess™ Tax?
- Article Type:
- How To
- Last Modified:
- 07/24/2019
Objectives
To create a link between the CCH Axcess™ Financial Prep tax trial balance and the tax return in CCH Axcess™ Tax.
Environment
- CCH Axcess Tax
- CCH Axcess Financial Prep
Procedure
This video shows how to link a tax trial balance directly from CCH Axcess™ Financial Prep to a return in CCH Axcess™ Tax.
To link the trial balance information from Financial Prep to a tax return CCH Axcess Tax, do the following:
To link the trial balance information from Financial Prep to a tax return CCH Axcess Tax, do the following:
Note: Before linking the trial balance, the tax return must be created in the current year tax system.
- Within CCH Financial Prep, open the client.
- On the left navigation panel, click Tax Summary Report.
- In the upper right corner of the report, click the ‘Link Engagement to Tax Return’
icon.
- On the CCH Axcess Tax Link dialog, click Link and Send.
- Note: Financial Prep will identify the corresponding client in CCH Axcess Tax based on the information in Financial Prep and in the tax return data.
- Next, within CCH Axcess Tax, open the appropriate tax return.
- When the return opens, an Import CCH Axcess Financial Prep data window will display.
- Click Import.
- Notes:
- The amount of time the import process takes to complete can vary.
- This will create a live link between the trial balance and tax return. This will allow for additional information to transfer from the trail balance to the return when entered in Financial Prep.
- Notes:
- After the import completes, click Finish.
- Lastly, Calculate the return to see the information from the trial balance in the tax return.
Additional Information
N/A
Solution Id | 000102519/How-do-I-link-trial-balance-information-from-CCH-Axcess-Financial-Prep-to-a-tax-return-in-CCH-Axcess-Tax |
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