CCH Axcess™ Tax

  1. "Export Error - You have attempted to export a return and another return already exists..." when attempting to export a return for electronic filing.[New]
  2. How do I request a copy of the electronically filed XML file or the e-file history for a return that isn't showing in the Electronic Filing Status System in CCH Axcess™ or CCH® ProSystem fx® Tax?[New]
  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?[New]
  4. 2021 Schedules K-2 and K-3 Topics for CCH Axcess™ and CCH® ProSystem fx®[New]
  5. How do I generate and process New York Passthrough Entity Tax (PTET) for submission to the state?
  6. Can an extension be electronically filed after April 18th for those areas that were included in an IRS disaster location with an automatic extension?
  7. Electronic Postmark and Payment Penalties if Filed after Due Date Due to Transmission and/or Rejection Issues
  8. How do I change the software to indicate an extension due to an IRS disaster area?
  9. How do I amend/supersede a 1040 return using worksheet view in CCH® ProSystem fx® Tax and CCH Axcess™ Tax?
  10. "Unable to upload for E-sign" when exporting a 1040 return in CCH Axcess™ Tax or CCH® ProSystem fx® Tax.
  11. 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.
  12. Shareholder Basis Worksheet Missing in 2022 S Corporation System
  13. How do I amend a 1041, 1065, 1120, or an 1120S return using worksheet view in 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?

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.