CCH Axcess™ Tax

  1. How do I find the Forms Release Status for CCH Axcess™ Tax and CCH® ProSystem fx® Tax?[New]
  2. How do I prepare the QBID (199A) worksheet in a 1040, 1041, 1065, 1120, or 1120S return?[New]
  3. Third Party Designee information entered in the Return Configuration Set (RCS) is not flowing to Schedule 6 of the 1040 return in CCH Axcess™ Tax.[New]
  4. Why is the Section 59A(e) statement generating on a 1065 return in CCH Axcess™ Tax, CCH® ProSystem fx® Tax, or CCH® Global fx Tax?[New]
  5. How do I generate Form 8990 in a 1065, 1120, or 1120S return?[New]
  6. Line 4a and 4b Presentation in a 1040 return[New]
  7. The Remember Password box has been removed from the CCH Axcess™ login window.[New]
  8. When will the New Jersey Fiscal Year forms be available in CCH® Global fx, CCH® Prosystem fx® Tax, and CCH Axcess™ Tax?[New]
  9. Diagnostic: 49355 - "This return includes a form(s) that is not available for electronic filing on Release [version]..." in a 1065 return using CCH Axcess™ Tax, CCH® Global fx, or CCH® ProSystem fx® Tax.[New]
  10. Diagnostic: 40407 - "This return includes a form that is not available for electronic filing on Release..." for a 1040 return in CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax.[New]
  11. e-file Status: “EFIN Mismatch with VCN on File” when the VCN within the return does not match what is on record for this EFIN.[New]
  12. How do I enable 2-step verification for my firm in CCH Axcess™?[New]
  13. How do I log in to CCH Axcess™ using 2-step verification?[New]
  14. Diagnostic: 46966 - "An amount is present for an item marked as "Reserved" on..." in a 1040 return.[New]
  15. Common questions about special allocations in a 1065 or 1120S return using CCH Axcess™ Tax, CCH® Global fx Tax, or CCH® ProSystem fx® Tax.[New]
  16. How does the latest tax law changes affect my 2017 returns?[New]
  17. Error: "Unable to connect to update server. Please check your Internet settings and try to launch the CCH Axcess Install & Update Manager again." when attempting to update CCH Axcess.
  18. How do I add or suppress Organizer forms in CCH Axcess Tax?
  19. CCH Axcess™: IE Enhanced Security Configuration for Citrix or Terminal Servers[New]
  20. How do I print organizers in batch in CCH Axcess Tax?
  21. How do I print Organizers from CCH Axcess Tax to CCH Axcess Document?
  22. How do I print a blank organizer in CCH Axcess?
  23. How do I import a new letter template I have created into the Correspondence Manager in CCH Axcess Tax?
  24. How do I batch print returns in CCH Axcess Tax?
  25. Using Quiklink to transfer accounting system data into CCH Axcess Tax
  26. How do I configure the custom client invoice options for CCH Axcess Tax?
  27. How do I roll forward a return template in CCH Axcess Tax?
  28. How do I roll forward returns to the next year in CCH Axcess 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.