Axcess Tax - Roll forward a return

CCH Axcess - Return roll-forward

If you need to roll-forward multiple years for missing years use this solution: Axcess - Roll forward a return (Missing Years)

Open Axcess Return Manager
Enter the client name/number
Locate the year of the return you want to roll forward
Select and Highlight the return (do not open)
Select Roll Forward from the toolbar
Select a Tax template that corresponds to your return type, this is mandatory
Select Create
The return will roll forward, have the template settings applied, and open up

Please always select save to establish the return. If you close and do not save, the return will be removed with no recovery option available, even if you have worked on it.