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


To create a link between the CCH Axcess™ Financial Prep tax trial balance and the tax return in CCH Axcess™ Tax.


  • CCH Axcess Tax
  • CCH Axcess Financial Prep


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:
Note: Before linking the trial balance, the tax return must be created in the current year tax system.
  1. Within CCH Financial Prep, open the client.
  2. On the left navigation panel, click Tax Summary Report.
  3. In the upper right corner of the report, click the ‘Link Engagement to Tax Return’ Link Engagement to Tax Return icon.
  4. 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.
  5. Next, within CCH Axcess Tax, open the appropriate tax return.
  6. When the return opens, an Import CCH Axcess Financial Prep data window will display.
  7. 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.
  8. After the import completes, click Finish.
  9. Lastly, Calculate the return to see the information from the trial balance in the tax return.

Additional Information


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