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Integration with CCH Axcess Tax

Manage Client Table > Add a single record

When a binder is created via API, if the Tax Client ID doesn't exist in CCH Axcess Tax, SurePrep creates a tax file in CCH Axcess on your behalf.
Manage Client Table
 lets you configure which option needs to be selected in CCH Axcess Tax (for example,
Business Units
,
Return Group
, and
Return Configuration
) when the tax file is created.
You can set up business names and locations for CCH Axcess binders in
Admin
,
Enterprise
, then
Manage Client Table
. This article explains how to add a single record. However, you can also batch-upload records.

Adding records to Manage Client Table

note
This feature is not enabled for all clients.
  1. Go to
    FileRoom
    ,
    Admin
    , 
    Enterprise Features
    , then 
    Manage Client Table
    .
    Select ENTERPRICE FEATURES then Manage Client Table
  2. Select the
    Add New
     button Select Add New.
  3. A blank row will appear. Type the required details in 
    Project ID
    , 
    Business Unit
    , 
    Office,
     
    Return Group,
    and
    Return Configuration.
  4. Once you enter the details, select the
    Save
     icon Save icon to save the changes.
    Select the Edit icon
  5. You can now upload the binder through the API using the location set here. Once the binder has been uploaded, the details will be seen in
    CCH Axcess dashboard
    .
    CCH Axcess dashboard int he email notification

Matches found in Client Table

When a binder is created via API, SurePrep will check if certain API attributes match the
Manage Client Table
 entries. If the following API attributes match the client table, the tax file will be created in CCH Axcess using the settings provided in the client table, such as
Business Units
,
Return Group
, and
Return Configuration
.
(API) CreateBinder Input Parameter
Field matched in
Manage Client Table
custom_Field
Project ID
office_Location_ID
Office
The following happens based on the match:
Custom field matches Project ID
Office location matches
Results
Yes
Yes
Creates tax files in CCH Axcess Tax based on configurations saved in the
Managed Client Table
.
Yes
(multiple matches in client table)
Yes
Creates tax files in CCH Axcess Tax based on configurations saved in the first row that matches the API
custom_filed
 with a
Project ID
 in the
Managed Client Table
.
Yes
(match found but configuration missing in CCH Axcess Tax)
Yes
After the binder submission, a return is not created in CCH Axcess, and the binder remains in a stuck state. Use the
GetStatus
API call to check the binder details, which will specify the reason for the failure.
Create a return a new binder with the
Project ID
 configuration that also exists in the CCH Axcess.
Yes
Yes
There are two fallback options if the custom field (Project ID) doesn’t match:
1. If default firm-level options are set:
  • Creates tax files based on default configurations saved at the firm level.
Contact SurePrep Support to set the default values for your firm.
2. If no default firm-level options are set:
  • Create tax files based on SurePrep's default configurations instead:
    • Business Units = 'Main'
    • Return Group = 'Main Office'
    • Return Configuration = 'Default'
Yes
Yes
The binder is not created, and an error message is returned from the
CreateBinder
 API call.

Requirements

Firm-level settings
Contact SurePrep Support to enable this feature for your firm.
When you request to enable this feature, provide default firm-level configuration options as a fallback:-
  • Business Unit
  • Office Location
  • Return Group
  • Return Configuration
Note:
These options must be available in CCH Axcess Tax.
If none of the entries in the client table match the API attributes, then SurePrep will use the default options provided by you.
Setup Manage Client Table
Add a new record for a
Project ID
 with configurations that match CCH Axcess Tax (for example, Business Unit, Office Location, Return Group, Return Configuration)
Office Location
Setup the same office location in:
  • Admin > Account Setup > Office Location
  • Admin
     > 
    Enterprise Features
     > 
    Manage Client Table
API

This article applies to:

  • PRODUCT: SurePrep
  • Subject: Integration

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