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Axcess Tax - Roll forward a return

Modified on: Sat, Jan 25 2025 9:20 AM
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.


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