The link below will identify Federal and State returns and how they should be filed in CCH Axcess Tax. Our account number is 757887 if you need to setup an account. https://support.cch.com/productsupport/elf/reference.aspx

ISSUE: Staff wants to generate an individual K-1 for each partner/shareholder, but include only the federal or state K-1, but not both. SOLUTION: Partners - General Options - line 1 = Suppress State Print Return sections - K-1 copy - with Create Separate PDF/TIFF files checked

ISSUE: Stop/rejection message noting "Incorrect EIN, correct and resubmit" This is a CCH STOP message. The record was never actually rejected from any taxing authority This message indicates that another CCH Client has exported a record with our client's EIN The EIN was keyed by mistake OR The record was prepared for our client by another CCH firm RESOLUTION: Confirm the EIN we have on file is correct If the EIN is NOT correct, then correct and re-export If the EIN is correct, then  Paper file, if before deadline Paper file with history, if after deadline Axcess - Launch the E-Filing Status System

ISSUE: Need to roll-forward a return multiple years to bypass missing, unfiled years SOLUTION: See the steps below Open Axcess Return Manager Enter the client name/number Locate the year of the return you want to roll forward Select the checkbox of the return 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 Calculate the return and save it Close the return  Repeat the steps above until the desired year is created 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.

ISSUE: The client has requested direct debit payments for their e-filed Indiana Individual tax return RESOLUTION: To set up direct debit for the e-filed Indiana individual tax return, see steps below Go to General > Basic Data > 4 - Direct Deposit/Electronic Funds Withdrawal Select the Detail button Line 1 > Enter "IN" in the State box Line 3 > Select the checkbox Line 5 > Enter date only if applicable Lines 8 - 11 > Enter Name of Bank, Routing #, Account#, Type of account Line 15 > Select the checkbox Line 17 > Select "All states/Cities" Line 28 > Select "Domestic account"

ISSUE: Staff requests that a return gets deleted RESOLUTION: Senior Associate level and above have been given the right to delete returns in the CCH Axcess Tax system. There is a 90 day window from the time of deletion to restore the return if it was inadvertently removed. PROCESS: Open Return Manager and locate the specific return to delete Highlight the single return Either press the delete key on the keyboard or select the delete option from the menu bar Accept the default options in the delete return dialog box Select OK to finalize the deletion of the specific tax return Select the Recycle Bin option to restore the tax return (within 90 days of original deletion) https://support.ksmcpa.com/support/solutions/articles/20000111666 You do not need to notify the Help Desk if you remove a return on your own

ISSUE: How many days do staff have to resubmit a rejected federal return electronically or paper file? RESOLUTION: Perfection periods, for each type of return, are shown below:  Tax Product Calendar Days to Resubmit Rejected Return Calendar Days to Resubmit as Paper Return Calendar Days to Resubmit Rejected Extension Calendar Days to Resubmit Rejected Extension as Paper Corporation (1120) 10 10 5 5 S Corporation (1120S) 10 10 5 5 Partnership (1065) 10 10 5 5 Fiduciary (1041) 5 10 5 5 Individual (1040) 5(¹) 10 5 10 Exempt Organization (990) 10 10 5 5 Note1: (¹) - In order for an Individual return to be granted five additional days, the return must be rejected on the due date. If the return is rejected before the due date, it must be resubmitted on or before the due date to still be considered timely. If the return is submitted on due date and rejected after the due date, the return is given up to the 20th to be resubmitted electronically. Note2: State returns are available at this link: Axcess Tax - Rejected state return - How many days to electronically file? Note3: CCH Direct Link: How many days do I have to resubmit a rejected federal return electronically?

ISSUE: How many days do staff have to resubmit a rejected state return electronically or paper file? RESOLUTION: Perfection periods, for each type of return, are shown below: If the return is rejected on the deadline, you have the number calendar/business days (listed below) from the due date of the return to e-file the corrected return. For example: A 1040 return is e-filed and rejected on April 15, the return can be corrected and resubmitted, no later than April 20 (five calendar days after reject). If the return cannot be filed electronically, it must be paper filed by April 25 (ten calendar days after reject)*. If the return was rejected on April 14, it must be resubmitted by the 15th to be timely filed. The five-day rule applies only if the rejection is on or after the deadline. Notes: In the event that paper filing is required after rejection, we advise including a copy of the rejection detail and return history with the paper filed return. Click this link to see Axcess - How to check return history 0 indicates the return is due no later than the due date. State Exempt Organization 990 Individual 1040 Fiduciary 1041 Partnership 1065 Corporation 1120 S Corporation 1120S AL - Alabama   10 10 10 10 10 AK - Alaska       10 10 10 AZ - Arizona     5       AR - Arkansas   10 10 10 10 10 CA - California 10 5 (Bus) 5 10 10 10 CO - Colorado   5 10 10 10 10 CT - Connecticut   5 5 5 (Bus)   5 (Bus) DE - Delaware       10 10 10 DC - District of Columbia   5   10 10 10 FL - Florida 10       10 20 GA - Georgia   5 + 5 (paper)*   10 10 10 HI - Hawaii   5     5 5 ID - Idaho   5     10 10 IL - Illinois     10 10 10 10 IN - Indiana   5         IA - Iowa   5 5 10 10 10 KS - Kansas   5   10 10 10 KY - Kentucky   10     10 10 LA - Louisiana   5     10 10 ME - Maine       5 5 5 MD - Maryland   5   5 5 5 MA - Massachusetts     5       MI - Michigan   5 + 5 (Paper)*         MN - Minnesota         10 10 MS - Mississippi   5   10 10 10 MO - Missouri             MT - Montana       10 10 10 NE - Nebraska   5   10 10 10 NH - New Hampshire   5 (Bus) 5 (Bus) 10 10 10 NJ - New Jersey       10 (Bus) 10 10 NM - New Mexico       Last day of month due Last day of month due Last day of month due NY - New York 7 7 7 7 7 7 NC - North Carolina       5 5 5 ND - North Dakota     5 10 10 10 OH - Ohio             OK - Oklahoma             OR - Oregon     10 10 10 10 PA - Pennsylvania   5 5 0 0 0 RI - Rhode Island       0 0 0 SC - South Carolina   5 + 5 (Paper)*   10 10 10 TN - Tennessee   Contact TN Contact TN Contact TN Contact TN Contact TN TX - Texas   10 10 10 10 10 UT - Utah   20   20 20 10 VT - Vermont   5 5 5 5 5 VA - Virginia 0 0 0 0 0 0 WV - West Virginia         10 10 WI - Wisconsin       10 10 10 Note1: Federal returns are available at this link: Axcess Tax - Rejected federal return - How many days to electronically file? Note2: CCH Direct Link: How many days do I have to resubmit a rejected state return electronically?

ISSUE: Axcess will show this dialog when attempting to access the software RESOLUTION: Please enter 757887 into the "Account number" field.

ISSUE: Staff does not have a CCH Axcess Tax account. This can be useful when investigating issues with Axcess Tax This can also be useful if staff need to lookup diagnostic codes for rejections or codes in the actual Axcess Tax return RESOLUTION: Click the link to go to the setup page: https://support.cch.com/login/register.aspx Enter your email address, and click Next Enter your First Name, Last Name, Phone Number, Country Create a password Select Language Preference Check the box for Email for MFA Choose any option for how you heard about this site Uncheck box to subscirbe if desired, agree to terms and check the Captcha box Select Register Go to your email and activate your account Click the Login button and verify you can log in Send a code to your email Enter the code and check the box to trust for 30 days Click Yes, add my account Enter account number 757887 Select Basic Access Enter Zip Code 46240 Select Add this account NOTE: There is a Virtual representative chat and a Live chat feature available. Only use the Live Chat as we have access to that for your account.