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This article applies to:

  • Product: SurePrep
  • Sub-Product: TaxCaddy

Fetching Tax Summary (CCH Axcess Tax, GoSystem Tax RS)

Follow these steps to fetch a Tax Summary for CCH Axcess Tax or GoSystem Tax RS.
  1. Log in to TaxCaddy.
  2. On the
    Overview
     screen, select a client tile to view the client profile.
    Select a client from the Overview screen
  3. Select
    Tax Returns
    .
    Select Tax Returns
  4. On the
    Tax Summary
     panel, select
    FETCH
    to begin fetching the Tax Summary.
    note
    The
    FETCH
    button is only available for CCH Axcess Tax and GoSystem Tax RS users.
    Select FETCH
    In order for the
    FETCH
    button to appear, the
    Client Management
     screen must have the following details:
    note
    All required fields are marked with an asterisk (*). If required fields are missing, the
    Fetch
     process will fail.
    🗸 CCH Axcess Tax
    • * Tax Software (CCH Axcess Tax)
    • * Tax Client ID
    • * Tax Software Account number
    • Tax Software Password: This is only required if the Tax Client ID requires a password to access the client's prior year tax return.
    • * Tax Software Version
    🗸 GoSystem Tax RS
    • * Tax Software (GoSystem Tax RS)
    • * Tax Client ID
    • * Tax Software Account number
    • Tax Software Password: This is only required if the Tax Client ID requires a password to access the client's prior year tax return.
  5. For clients assigned to GoSystem Tax RS, if you see the
    Add State to Tax Summary
     window, select the states you would like to fetch a Tax Summary for, then select
    FETCH
    .
    Select the applicable states in the Add State to Tax Summary window
  6. On the right panel, you will see an empty Tax Summary if no tax returns are uploaded.
    Tax Summary panel
    A Fetch Summary notification appears when one or more tax returns are uploaded.
    Fetch Summary in the Tax Summary panel
    Select
    FETCH
    to begin fetching the Tax Summary.
    Select
    DON'T AS ME AGAIN
     to remove the Fetch notification for the current tax year.
    Select
    FETCH LATER
     to remove the Fetch notification until you upload another Tax Return or log in again.
    note
    Removing the Fetch notification doesn’t remove the
    Fetch
     button. You can select
    Fetch
     at any time.
    Select an action
  7. Once you select
    FETCH
    , TaxCaddy will begin retrieving the tax return summary from the tax software. You don't need to monitor the fetch process, you may leave TaxCaddy and view it later.
    Fetching progress bar
  8. Once the fetch completes successfully, the
    Tax Summary
     panel populates the fetched results.
    Tax Summary panel
  9. If the fetch fails, the
    Tax Summary
     panel updates the
    Status
     to
    IN ERROR
    IN ERROR icon and adds the error message in
    Tax Summary
    . You can resolve the error, and try
    FETCH
    again.
    Error notification that the server was unavailable

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