Prepare CCH Axcess returns for conversion to GoSystem Tax

For CCH Axcess returns, you need to export the data files through the CCH Axcess software to a temporary directory.

Create a folder on your computer or server to save the return data to. This folder needs to be somewhere you can easily access.

In CCH Axcess Tax, open the Home
tab and select the returns you want to convert.

Open the Utilities
tab and select Transfer to ProSystem fx
.

In the Return Transfer Options screen, enter a description in Office group name
.

Change the export location to the folder created in Step 1 and select Transfer
.

The folder will contain a series of .DAT files after the export.

Zip the folder containing the exported data and keep it in a place you can find later.

If you have multiple folders of export data, put them all in a single zipped file.

Do not assign a password or encryption to the zipped files.

This article applies to: