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Integration with CCH Axcess Tax

Create a binder in CCH Axcess Tax

Creating a binder is a starting point from where you can submit your client's tax documents and have them processed through OCR, get verified, and go into SPbinder for preparation. You can create a binder for your client by providing basic information about the type of binder you want to create. At this stage, you can set which firm user should be the Owner, the office location, binder access permissions, and binder tax year.
When you create a binder in FileRoom, SurePrep gets your client's information from the tax application and creates a binder specifically catered for that taxpayer client. The information fetched from your client's tax application file is used to create placeholders called "proforma" (for example, W-2 proforma placeholder for 'ABCD, Inc.'). In SPBinder, you can organize documents to their respective (proforma) categories and export the data to the correct entities in the tax application. 
You will need to upload the client's most recent tax application file details. Before creating a binder, make sure the client is created or proforma (roll forwarded) to the current tax year.

Before you begin

Make sure the client's basic information is provided in CCH Axcess Tax. In CCH Axcess, open the client's return, go to the
Worksheet
 tab, then double-click the
Basic Data
 worksheet. Enter information for all the fields that are marked as
Required
. 

Create new binder for CCH Axcess Tax

  1. If you're creating an in-house binder, point to the
    Create New Binder
    caret, point to
    1040
    , and select
    1040SCAN PRO
    ,
    1040SCAN ORGANIZE
    , or
    SPbinder
    .
    Create a new 1040 binder and select the applicable in-house service
    If you're creating an outsource binder, point to the
    Create New Binder
     caret, point to 
    1040
    , and select
    Outsource Onshore
    ,
    Outsource Offshore
    , 
    1040SCANverify Onshore
    , or 
    1040SCANverify Offshore
    . 
    Create a new 1040 binder and select the applicable outsource service
  2. The
    Create New Binder
     wizard will open. Under 
    Select Binder Template
    , select the template with the tax year and the tax application
    CCH Axcess Tax
    . You might have to scroll to find this template.
    Tax software information in the Select Binder Template section
  3. You will now see the
    Select CCH Axcess Tax return
     panel.
    Select CCH Axcess Tax return  panel
  4. Under
    Select Source Documents
    , select
    Browse
     and choose the documents you want to submit.Select Browse under Select Source Documents
  5. Under
    Select CCH Axcess Tax return
    , the account number for the CCH Axcess sign in information will be provided per the information entered in
    Admin
    Account Setup
    Tax File Activation
    CCH Axcess Tax
    .
    Account Number field
  6. If more than 1 account numbers exist for your firm, select the account number. The last selected account number will be remembered.
    CCH Axcess Tax return information
  7. Preferably, the name of the 1st source document attached should be the same as the client number.
    Client Number
     will automatically populate based on the source document name.
    Client number field in the Select CCH Axcess Tax return section
  8. If the source document's file name isn't the same as the client number, type the correct one in 
    Client Number
    . This field is restricted to 21 characters.
  9. If your client number uses a password, check the  checkbox. On checking this checkbox, the
    Password
     field will be turned on. Type the password in the
    Password
     field to grant SurePrep access for return preparation.
  10. If there are multiple versions of the CCH Axcess Tax file for this client, select the
    Version
    .
    Select Version number

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration
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