Export data to CCH Axcess Tax

Exporting data to CCH Axcess Tax

Select the

Export to Tax Software

icon from the SPbinder toolbar. Alternatively, select

Binder

, point to

Export

, then select

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.



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.



You will see a progress bar to help you track the export's progress.



A message indicating the export was completed appears. Select

Close

.



The

Export Setup

window appears if you try to export again without entering any new binder data.

Resolve Failed Export

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.	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.