Which tax lines in CCH Axcess™ Financial Prep are not sent to the tax return by default
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- Which tax lines in CCH Axcess™ Financial Prep are not sent to the tax return by default.
You will now be able to control which tax lines are sent to the tax return. As part of this new feature some fields by default will be set not to send to tax. The list of those fields are compiled in the Financial Prep Optional Tax Line Chart PDF files in the downloads section on the right and are compiled by tax year. For more information on how to use the Send To Tax feature, please review the video in the link below.
- How do I select which tax groups to send from CCH Axcess™ Financial Prep to a CCH Axcess™ Tax return?