CCH Axcess™ Tax

1. Additional information regarding Electronic filing of Form 5227 using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.
2. How do I amend/supersede a 1040 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
3. In CCH® Axcess™ Tax, when saving returns which have a new NAIC code, you may receive an error that the code is invalid with apply updates to client profile is selected.
4. Passthrough entity tax (PTET) topics for 1065 and 1120S returns using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.
5. "Unable to upload for E-sign" when exporting a 1040 return in CCH Axcess™ Tax or CCH® ProSystem fx® Tax.
6. Diagnostic: 40407 - "This return includes a form that is not available for electronic filing on Release..." in a 1040 return in CCH Axcess™, CCH Axcess™ Tax, or CCH® ProSystem fx® Tax.
7. Shareholder Basis Worksheet Missing in 2022 S Corporation System
8. How do I amend a 1041, 1065, 1120, or an 1120S return using worksheet view in CCH Axcess™ Tax and CCH® ProSystem fx® Tax?
9. How do I electronically file a stand alone state return in a consolidated 1120 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
10. Diagnostic: 49993 - "Electronic Filing. An entry has been made for an optional PDF attachment..." in a 990 return.
11. How many days do I have to resubmit a rejected federal return electronically?
12. "There are several updates available. Install and Update manager will reinstall each product..." when opening CCH Axcess™
13. Arizona consolidated/combined return upload error and Stopped: Recalc and Resubmit state only issue using CCH Axcess™ Tax and CCH® ProSystem fx® Tax.
14. What do I need to know about electronic filing 1040 extensions in CCH Axcess™ Tax or CCH® ProSystem fx® Tax?
15. How do I prepare California Form 3804 and 3893 with an 1120S return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
16. How do I prepare California Form 3804 and 3893 in a 1065 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
17. How do I generate and process New York Passthrough Entity Tax (PTET) for submission to the state?

1. "Export Error - You have attempted to export a return and another return already exists..." when attempting to export a return for electronic filing.
2. How do I get the e-file history for a return that is not in the current or past two prior years in CCH Axcess™ Tax or CCH® ProSystem fx® Tax.
3. How do I attach a PDF document to an electronically filed return using worksheet view in CCH Axcess™ Tax or CCH® ProSystem fx® Tax?
4. 2021 Schedules K-2 and K-3 Topics for CCH Axcess™ and CCH® ProSystem fx®
5. How do I generate and process New York Passthrough Entity Tax (PTET) for submission to the state?

CCH Tax Data Retention Policy

The following CCH Tax Data Retention Policy applies to the CCH Axcess Tax product. Starting December 1, 2015, CCH’s policy will be to maintain the current tax year plus the prior seven (7) tax years of tax data and programs on CCH’s servers. All data and tax programs for tax years prior to such seventh (7th) year (the "out years") will be permanently deleted from CCH servers.

Note: This policy does not replace the CCH Axcess or CCH ProSystem fx Master Agreements (as applicable) or any other signed legal contracts with CCH.