In order to fully integrate CCH Axcess Tax with CCH Axcess Document so printed tax returns are automatically stored within CCH Axcess Document, you will need to configure the firm-wide tax mapping settings for CCH Axcess Document as well as configure user specific options for CCH Axcess Tax.

For information on configuring firm-wide tax mapping settings for CCH Axcess Document (click here).

For information on the user specific settings to print from CCH Axcess Tax to CCH Axcess Document (click here).

You can send tax return files from CCH Axcess Tax to CCH Axcess Document, provided both products are licensed and installed. To fully integrate Tax with Document, you must configure the firm-wide tax mapping settings for CCH Axcess Document as well as configure user-specific options for CCH Axcess Tax.

For more information, go to the following articles:

• Configuring firm-wide tax mapping settings for CCH Axcess Document.
• Enabling the user option to print from CCH Axcess Tax to CCH Axcess Document.