How do I select which tax groups to send from CCH Axcess™ Financial Prep to a CCH Axcess™ Tax return?
- Article Type:
- Last Modified:
Provide a quick overview of how to select the tax groups in an engagement should be sent to a tax return.
- CCH Axcess
- CCH Axcess Financial Prep
- CCH Axcess Tax
The following video provides a quick demonstration of where in Financial Prep you can specify the tax groups that should be sent to a tax return.
- With your engagement open in Financial Prep, click Trial Balance.
- Click Send to Tax.
- Click the toggle button for each tax group as needed to indicate whether the tax group should be sent to the tax return.
- To send the data for a group to the tax return, set the group to Yes.
- If you do not want to send the data, you can set the group to No.
See the following articles for more information about linking trial balance information to a tax return:
- How do I link trial balance information from CCH Axcess™ Financial Prep to a tax return in CCH Axcess™ Tax?
- CCH Axcess™ Financial Prep: Tax Link Alert