How do I select which tax groups to send from CCH Axcess™ Financial Prep to a CCH Axcess™ Tax return?

  • Article Type:
  • Documentation
  • Last Modified:
  • 01/15/2020

Objectives

Provide a quick overview of how to select the tax groups in an engagement should be sent to a tax return.

Environment

  • CCH Axcess
  • CCH Axcess Financial Prep
  • CCH Axcess Tax

Details

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.

  1. With your engagement open in Financial Prep, click Trial Balance.
  2. Click Send to Tax.
  3. 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.
Note: Some tax groups by default are set not to be sent to Tax. See the full list of tax groups that default to No in the knowledge base article Which tax lines in CCH Axcess™ Financial Prep are not sent to the tax return by default?

Additional Information

See the following articles for more information about linking trial balance information to a tax return:

Information is also available the topic Exporting Tax Balances in the Financial Prep Help.
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