ISSUE: Predecessor Firm uses Lacerte to prep returns.   SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax.    Lacerte Client Data Conversions Create a new folder – Lacerte Backup Open Lacerte for the tax year to be converted Click Client in the upper left corner and from the dropdown select Tax Type Highlight the returns to be converted. Only those returns to be converted should be included in the backup. Pressing F3 from the keyboard will allow a group select. Verify that no returns in the selected batch are password protected. Click Client in the upper left corner and from the dropdown select Backup Navigate to the Lacerte Backup folder created previously, using the browse option. Click OK to continue. Repeat for all additional return types to be backed up. Separate folders for each return type are not required. All return types should be backed up to the Lacerte Backup folder. Zip the backup by right-clicking on the Lacerte Backup folder. Alternate processes for compressing/encrypting your backup will prevent conversion. Select Send To/Compressed (Zipped) folder and save the zip file to your Desktop.

ISSUE: Predecessor Firm uses ProSeries to prep returns.  SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax.  ProSeries Client Data Conversions  Create a new folder – ProSeries Backup Open ProSeries for the tax year to be converted Select HomeBase from the toolbar at the top of the page and highlight the returns to be converted. Avoid using ‘Select All’ to highlight and choose all tax returns to be converted to avoid including any duplicates or test returns. Click File in the upper left corner and from the drop down, select Client File Maintenance. Select Copy / Backup to open the Copy / Backup window. Click Set Target Directory. Navigate to, and select, the ProSeries Backup folder. Zip the backup by right-clicking on the ProSeries Backup folder. Select Send To/Compressed (Zipped) folder and save the zip file to your Desktop.

ISSUE: Predecessor Firm uses TaxWise to prep returns.  SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax.  TaxWise Client Data Conversions  Create a new folder on your workstation, named TaxWise Sourcefiles Navigate to the location of the files to be converted Stand Alone (Local) Install: x:\UtsYY\Users\???? Network Install: x:\TaxWise\UtsYY\Users\???? x = any drive letter; YY = Tax Year of the Returns ???? = TaxWise User Name Copy each User folder to the TaxWise Sourcefiles folder Zip the User Folder(s) by right-clicking on the TaxWise Sourcefiles folder. Select Send To/Compressed (Zipped) folder and save the zip file to your Desktop.

ISSUE: Predecessor Firm uses Ultra Tax CS to prep returns.  SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax.  Ultra Tax CS Client Data Conversions  Create a new folder – Ultra Tax Backup Open Ultra Tax CS for the tax year to be converted Click File in the upper left corner and from the dropdown select Backup In the Backup window, set the Focus to all return types being converted Highlight and Select the returns to be converted or click on Select All. Click Modify Backup Location to navigate to the newly created Ultra Tax Backup folder Verify that the Encrypt Client Backup box is not checked. Note: Leaving the box checked will prevent conversion of the returns. Click OK to begin the backup Zip the backup by right-clicking on the Ultra Tax Backup folder Select Send To/Compressed (Zipped) folder and save the zip file to your Desktop.

Create a second version of the return. CCH Axcess™ Tax. How do I create a copy or a new version of a return in CCH Axcess™ Tax?  Note: After creating a second version of the return, we recommend amending version 1. If version 1 is always your active return, it will be easier to know which return version to roll forward to the next year. Mark the return to be an amended return. Go to the Other > 1040X - Amended Returnworksheet. Select Section 1 - Options. In Line 1 - Transfer original information, select the check box. In Line 2 - Force preparation of lines 1 through 23, select the check box. Select Section 2 - General. In lines 1-9, select the options that apply. Select Section 3 - Original Return Information and Overrides, and enter any applicable amounts. The overrides in this section, automatically override the amounts that transfer from the original return. Select Section 4 - Explanation of Changes to Income, Deductions and Credits. Enter the reason that the Federal return is being amended. If amending state returns, go to the state worksheet for the state that you want to amend. Example: Go to the California worksheets. Then go to the [State] > Otherworksheet. Select the section titled Amended. In Line 1 - Transfer original information, select the check box. Make all applicable changes on the federal or state input forms. Note: At least one change must be made before calculating the return. Adding additional changes and calculating again is acceptable. Calculate the return.   Additional Information Per IRS instructions, a filer is required to attach the corrected 1040 to the 1040X. See page 2 of Federal Form 1040X instructions. The IRS announced superseded returns will be allowed for 1040 returns. IRS: Taxpayers now have more options to correct, amend returns electronically The IRS definition of a superseded return is a Form 1040-X filed prior to the due date (including extended due dates).  The 1040-X must be filed in order to be considered superseded or amended, but the superseded or amended classification depends on when the 1040-X is filed.  This is an automatic calculation done when the 1040-X is calculated. If the user keys a date on the Federal Worksheets > Payments/Penalties/Estimates > Penalties > Section 4 - Federal Late Payment Penalty and Interest box 4 - Extended Due Date, has Form 1040-X present, and files prior to the date keyed in this box, then it's considered superseded. If the return has an extended due date due to an extension (Form 2350 or Form 4868), has Form 1040-X present, and files before that extended due date then it's considered superseded. If the return has Form 1040-X present and files prior to the April deadline it's considered superseded. If the return has Form 1040-X present and files after the above conditions then it's considered amended. If Form 1040-X is not present then it's not considered superseded or amended. IRS rejection indicating Form 1040-X must be filed: Note:  There is no checkbox for superseded within the 1040 return on the federal government form or in the worksheets.  Superseded is only shown in the electronic file that is sent to the taxing authority.  

ISSUE: Client number shows a red X stopping me from creating a new client/return in Axcess Tax SOLUTION: For staff personal returns, please do not use the Client sub-ID field. only use the Client ID field and include the full 99000.####XX where #### is your employee ID and XX is the next available increment in your group of returns.

ISSUE: If you are unable to open any Return If you try to login to Axcess and receive a blank login splash page If you receive the error below "Could not load file or assembly System.Runtime.CompilerServices.Unsafe" If you receive the error below "There was an error downloading one or more tax forms." SOLUTION: Re-install Axcess Tax and clear application cache Close all Microsoft Office applications (Outlook and Word, etc.) and Axcess Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2145074/Axcess-Tax---How-to-reinstall-Axcess-Tax 13 STEPS 1. Doubleclick _Windows Apps folder on the Desktop to open it 2. Doubleclick CCH Axcess folder to open it 3. Doubleclick Install and Update Manager to launch the application 4. Click Uninstall 5. Ensure the check box is checked and click Yes 6. Click Finish 7. Click Install 8. Click Next 9. Click Next 10. Leave the check box checked and click Finish 11. Type 757887 as the account number and click OK 12. Enter your login information: Email address Computer password 13. Click Sign in That's it. You're done.

ISSUE: How to suppress proforma (roll-forward) and organizers in entity types. SOLUTION: Open the return in question, find related entity type below and set applicable boxes to N. Entity Type Worksheet Path Pro Forma Organizer 1040 Federal > General > Return Options > 10 - Pro Forma and Organizer Print Options Box 4 Box 11 1041 Federal > General > Return Options > 7 - Pro Forma and Organizer Print Options Box 3 Box 9 1065 Federal > General > Return Options > 6 - Pro Forma Options Box 1 1120 Federal > General > Return Options > 6 - Pro Forma Options Box 1 1120S Federal > General > Return Options > 6 - Pro Forma Options Box 1 706/709 Federal > General > Return Options > 1 - Processing Options Box 16 990 Federal > General > Return Options > 6 - Pro Forma Options Box 1

ISSUE: A specific form is not showing in a return when preparing a return, or a diagnostic appears stating form is not available for e-filing.  SOLUTION: Check the CCH Form Release Status web portal.  You can use the link below to access the page, note that you will need to login using your email address and password to access.  Our account number is 757887 if you need to setup an account. https://support.cch.com/productsupport/elf/reference.aspx CCH Form Release Status Also, the steps below can be used from within a return to launch the page above.  From an open tax return, click the Form Release Status button on the ribbon to go to our Support site. *Note*: If you are not logged in to the Support site, you will be prompted to enter your email and password credentials.     Select to view forms that are available for paper or electronic filing. Apply filters to view desired forms: By Filing Type: Electronic, Paper By System: 1040, 1041, 1065, 1120, etc. By Jurisdiction: Federal, Alabama, Alaska, California, etc. By Status. Approval Pending, Final Not Received, Released, Work in Process, etc. Once you see the desired form check the Projected Release Date and Release Date fields.

ISSUE: Staff attach a PDF to the Axcess Tax return, selects calc and does NOT have the View Attachments button illuminated RESOLUTION: Staff are adding the PDF and then immediately selecting the CALC option. The problem is that Axcess Tax is not being given an opportunity to actually attach the file first and the calc is interfering with the process Steps to correct: Remove the PDF that cannot be viewed Attach the PDF again...BUT WAIT until the window below shows and goes away, DO NOT CALC yet: Once the window shows, select the View Attachment button to confirm that PDF is attached Once you confirm the PDF is attached, then you can calc the return