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Send data to tax software

Export data to CCH Axcess Tax

Once you are done preparing a client's binder, exporting data back to the tax software lets you sync all the captured and updated data back to the tax software. Before you export binder data to the tax software, make sure the tax return that is being exported is currently closed in the tax software.

Exporting data to CCH Axcess Tax

Follow these steps to export data from SPbinder to CCH Axcess Tax:
  1. Select the
    Export to Tax Software
     icon from the SPbinder toolbar. Alternatively, select
    Binder
    , point to
    Export
    , then select
    Export to Tax Software
    .
    Select Binder, Export, then Export to Tax Software
    You can also export to tax software from FileRoom. Point to the
    OPTIONS
     column, then select the
    Picklist
     icon on that binder. Select
    Export to Tax
     from the dropdown menu.
    Select Export to Tax
  2. When the
    Export to CCH Axcess
     window appears, select
    Proceed
     to initiate the export process. If you have the return open in CCH Axcess Tax, then close the return before initiating the export process.
    Notification that the return must be closed
  3. The export process starts. The
    Proceed
     button is turn offed while the export processes.
    Calculating Export Data. Please Wait
    Notification that the export data is being calculated
    In Generating Export data
    Notification that the export data is being generated
    Generating XML File
    Notification that the XML file is being generated
    Authenticating to CCH Axcess Server
    Notification that the CCH Axcess Server is authenticating
    Sending XML File to CCH Axcess Server
    Notification that the XML file is being sent to CCH Axcess server
    Reading Tax Return data from the CCH server.
    Notification that the tax return data is being read
  4. A message indicating the export was completed appears. Select
    Close
    .
    Completed the process
  5. After Exporting data into the tax software, if the user tries to export again without entering any new data in the binder, the
    Export Setup
     window appears:
    Notification that no new information was identified

Resolve Failed Export

The export data from SPbinder to CCH Axcess Tax can fail under certain conditions. The export window will show an error that will help you resolve the issue.
SPbinder export window shows a red banner with an error message informing the user that the export process failed.
Resolving CCH export errors
Error message
Description
Action Required
Process Failed: CCH Axcess tax return currently in use. Please close the CCH Axcess tax return then click on Retry.
This issue appears if the tax return is currently open in CCH Axcess Tax.
Close CCH Axcess Tax, then select
Retry
Process Failed: Unable to export with your current sign in credentials. Please follow the directions in the help center link or contact your firm system admin.
This issue appears if your sign-in credentials have been changed.
Go to
Admin
,
Account Setup
,
Tax File Activation
,
CCH Axcess
, enter the correct CCH Axcess login credentials, then select
Retry
Process Failed: Incorrect SSN or EIN
If the Taxpayer SSN/Trust EIN is different from the Taxpayer SSN/Trust EIN existing in the CCH Axcess Tax return
Correct this information in CCH.
Process Failed: Password was not provided for the password return
The tax return file is password-protected. This issue occurs after you have submitted the binder in FileRoom, and then password protection is added to the CCH Axcess tax return.
Remove the password from the tax return file in CCH Axcess Tax.
Process Incomplete: SurePrep was unable to verify if the binder exported to CCH Axcess successfully. Please check CCH Axcess tax return to verify.
Notification that SurePrep was unable to verify
The export failed without SurePrep receiving a confirmation.
To avoid exporting duplicate data, check if the data exported successfully to CCH Axcess Tax.
  • Select
    Yes
     if the data has exported successfully to CCH Axcess Tax. This will begin initiating the Import TR process to sync all the data back into SPbinder.
  • Select
    Retry
     to export the data again if it didn’t appear in CCH Axcess Tax. To avoid adding duplicate data, first verify that the data is not appearing in CCH Axcess Tax before you try again.
  • Select
    Close
     to close the window without performing any action.
Process Failed: CCH Axcess tax return is locked. Please unlock the CCH Axcess tax return then select Retry.
The client's tax return is locked in CCH Axcess Tax.
Go into CCH Axcess Tax, unlock the client's tax return, then try again.

This article applies to:

  • Product: SurePrep
  • Sub-Product: SPbinder

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