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Tax software conversions

Convert CCH Axcess returns to GoSystem Tax RS in-office

important
  • The in-office conversion process is typically released each December.
  • The initial conversion is current‑year to current‑year. One locator is required to begin and a second locator to roll the results forward into the next year.
  • Don't convert duplicate clients or test returns.
  • Before you export your data, remove all client passwords. If you skip this step, the data won’t be converted.
  • Details in this procedure are subject to change. Consult our Customer Center website for the latest information.

Prepare CCH Axcess data for conversion

  1. Calculate the returns in CCH Axcess Tax or use the batch manager. Follow the instructions in this article for how to export data from tax returns in CCH Axcess Tax.
  2. Set up the TaxTransfer ConfigurationOption.XML with the following settings: 
    <TaxDataExportOptions>
<ExportUnitsSelectionPreference>
    FilledWorksheetAndFilledGovtUnits
    </ExportUnitsSelectionPreference>

<DefaultPreferences>
<GenerateMeta>
    false
    </GenerateMeta>
<GenerateLookupItems>
    false
    </GenerateLookupItems>
<FieldValueExportSelection>
    OnlyFieldsWithData
    </FieldValueExportSelection>
<WorksheetGridExportMode>
    DetailMode
    </WorksheetGridExportMode>
</DefaultPreferences>

<DefaultFieldIdentifierPreference>
    FieldID
    </DefaultFieldIdentifierPreference>
</TaxDataExportOptions>
  3. Continue with the TaxTransfer instructions to select returns and export the data to a location of choice. We recommend using something accessible to locate later, for example C:\Data. This will create an XML file for each return processed.
  4. Sign in to GoSystem Tax RS.
  5. Select
    Returns Processing
    ,
    Import/Export
    ,
    Tax Software Conversions
    , and then
    Select Files
    .
  6. Select the firm, account, year, tax type, and CCH Axcess.
  7. Browse to the location of the files you need to convert and select all the returns to convert.
  8. When ready to proceed, select
    Next
    , and then
    Convert
    .
  9. Make note of the batch job number, and select
    OK
    .
  10. To view the status of the conversion process, go to
    Returns Processing
    ,
    Import/Export
    ,
    Tax Software Conversions
    , and then
    Batch Status
    .

This article applies to:

  • PRODUCT: GoSystem Tax RS
  • Return type: 1040 Individual,1120 Corporation,1065 Partnership,1041 Fiduciary,990 Exempt Organization
  • Subject: Conversions

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