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This article applies to:

  • Product: safesend
  • Subject: Integration
  • Audiences: Staff

CCH Axcess integration

Import current and prior-year tax returns from CCH Axcess into SafeSend Returns with role-based access and dashboard filtering.
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This article provides instructions on how CCH Axcess users can print a return directly to Returns.
The integration works with returns for the current tax year or the previous tax year. Older returns can't be imported. All
Current Supported Returns
 can be transmitted this way.
note
  • All CCH users can refer to the
    Import CCH Axcess
     dashboard, but only users with the
    Role-Based Access
     permissions can import returns (
    Upload from CCH
    ). The options are grayed out for users who don’t have the permissions.
  • Returns must conform to our print settings guidelines.
  • This feature is only available for tax returns. It is not available for extensions or organizers.
Grant Users Permission in SafeSend
Administrators can create a User Group for the CCH Axcess integration and apply this permission to users. This will let them access the feature.
Create User Group
  1. Select the
    Navigation Widget
    .
  2. Select
    Account Management
    .
  3. Select
    User Management
     in the left panel.
  4. Select the
    User Groups
     tab.
  5. Select
    Add User Group
    .
  6. Enter a
    Name
     for the group.
  7. Enter a
    Description
     for the group.
  8. Select the
    Tax Processing - Upload from CCH
     role.
  9. Select
    Add Group
    .
Add Users to the Group
  1. Select the newly created
    Group
     in the left panel.
  2. Drag and drop users from the
    Available Users
     column to the
    User in Group
     column.
  3. Select
    Apply Changes
    .
Connect CCH Axcess and SafeSend
Link your CCH Axcess account with your SafeSend account. This lets your returns be displayed in the
Import CCH Axcess
 dashboard.
note
When a user connects CCH Axcess and SafeSend, all users with access to the
Import CCH Axcess
 dashboard can access view and import the returns regardless of who is signed in. Only 1 user can be signed in at a time.
Only System Administrators can access the
Settings
 section.
  1. Select the
    Navigation Widget
    .
  2. Select
    Product Settings
    .
  3. Select
    Integration Options
    .
  4. Select
    Login to CCH
    .
  5. Enter your
    Account Number
    .
  6. Select
    Submit
    .
  7. Enter your
    User ID
    .
  8. Enter your
    Password
    .
  9. Enter the
    text shown
    .
  10. Select
    Login
    .
  11. Choose how you want to verify your identity.
  12. Select
    Send the code
    .
  13. Enter the code.
  14. Select
    Submit
    .
  15. Select
    Allow
     to complete the connection.
You can now use the
Import from CCH Axcess
 dashboard in Returns.
Dashboard Overview
The following functions and features are available in the
Import CCH Axcess
 dashboard. The integration works with returns for the current tax year or the previous tax year.
Dashboard features
:
  1. Select
    Get CCH Returns
     to refresh the queue and display all CCH Axcess returns.
    note
    If the return is already in the Import CCH Axcess dashboard, any changes/recalculations will override the existing entry.
  2. Select
    Import to SafeSend
     to move selected returns to your
    Send Tax Returns
     queue.
  3. Select the
    Delete
     icon to delete the selected returns from the import dashboard.
  4. Select
    Refresh
     to reload your queue after applying or removing filters.
  5. View the connection status and the currently signed-in user.
  6. Search or filter using column headers.
    note
    Highlighted columns are pulled from CCH Axcess.
  7. Search or filter by
    Import Status
    .
  8. Select
    Sync Return
     to resend the return to your
    Send Tax Returns
     dashboard.
    note
    • This option is only available if the Import Status is
      Completed
      .
    • This doesn’t override a recalled return; it is treated as a new upload.
note
You can add custom
CCH Return Statuses
 in CCH Axcess to help identify and filter returns to be imported.
Get CCH Returns
Use the
Get CCH Returns
 option to send returns from your Tax Dashboard to the Returns import dashboard. You can choose which returns to pull into the Returns import dashboard using filters. Newly added returns are recalculated upon import.
  1. Select
    Get CCH Returns
    .
  2. Select a
    Tax Year
     filter.
  3. Select
    Add New Filter
     to apply additional filters (optional).
  4. Select the new
    Filter
    .
  5. Select a
    Value
     for that filter.
  6. Select
    Apply
     to get the returns.
Import Returns
There are 2 options to import returns. Follow the steps to send returns from the import dashboard to your
Send Tax Returns
 queue.
Import New Returns
:
  1. Select one or more returns in a
    New
     Import Status.
  2. Select
    Import to Safesend
    .
Import Completed Returns
:
  1. Locate a return in a
    Completed
     Status.
  2. Select the
    Sync Return
     button to resend it to your
    Send Tax Returns
     queue.
Import Statuses
:
This status indicates whether or not the return has been sent to your Send Tax Returns dashboard.
  • New
     - The return has been pulled from CCH Axcess™ but hasn’t been sent to your Send Tax Returns dashboard.
  • Completed
     - The return has been successfully sent to your Send Tax Returns dashboard.
  • In Progress
     - The return is being sent to your Send Tax Returns dashboard but hasn’t yet finished loading.
    • Depending on how many returns are imported at once, this process can take time to complete.
    • Feel free to go away from the page as the returns are being imported.
  • Failed
     - The return couldn’t be imported to your Send Tax Returns dashboard.
note
To help prevent
Failed
 import statuses:
  • Don’t password-protect returns in CCH Axcess™.
  • Don’t sign out during imports.
  • Make sure no other users are trying to sign in to the integration.
  • Don’t edit or move returns in CCH Axcess™ during imports.

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