CCH Axcess - Client File Upload Instructions

🗃️ Create .DAT File for Upload

We now support generating tax documents through a .dat file upload!

To export tax data to an external file, do the following:

1. Open Return Manager.

2. Do one of the following to identify the returns for which you want to export data:

   1. Select the returns to be exported in the Return Manager list.

   2. Verify that a control file listing all the returns to be exported is available for selection.

3. Start the export wizard by clicking Export in the Tax Data group on the Utilities tab.

4. Select how you want to identify the returns for export.

   1. Returns selected in Return Manager. If you want to export data from the returns you selected in Return Manager, click this option.

   2. Select returns by using a control file. A control file is a data file (.Dat) that identifies all the returns to be exported. It must be created prior to the export and should list return IDs in <Tax Year>:<Return Type>:<Client ID>:<Version> format.

      1.  2025:I:JDoe:1 
5. If you chose to select returns with a control file, do the following:
   1. Browse to and double-click the control file.
   2. Click Next on the Export Tax Data window.
6. Select your Openexport file options.
7. Click Export to begin the process and display the Export status window.
8. Review the Export log summary.
9. Click Finish. The exported tax data is submitted to Batch Manager where you can download and save the data.
10. To locate and download data in Batch Manager, filter the Job Status grid by the Tax Data Export job type and click Go. See the Downloading Exported Tax Data help topic in Batch Manager for more information.

📄 Generate Organizer PDFs

1. ​Follow these steps in Batch Manager to set filter criteria and select specific returns for batch processing.

2. Open Dashboard, click Application Links, and then click Batch Manager under Tax Processing.

3. Select New Job > Print > Organizers from the Job Management group on the Home tab.

4. Use the filters to limit what displays in the grid. Setting filters to a value other than All displays fewer returns in the grid.

5. Click Go to display your filter criteria in the grid. If there are many returns, a progress window displays.

6. Refer to or sort the Return Status column to determine the Organizers to print.

7. Do any of the following:

   1. Select individually - Select the check boxes to the left of the returns to include in your batch job.

   2. Select all - Select the box at the top of the column to select or clear all returns in the grid.

   3. Review required authorizations - Click the down arrow beside Authorization Summary to view the number and types of authorizations required for the selected Organizers. Applicable federal, state, or consolidated authorizations are deducted when Organizers are printed if they have not been previously authorized. The Authorizations column in the grid displays Yes for Organizers that require authorizations.​

8. Click Continue to display your processing options. Your filter selections are saved the next time you create the same job type. If authorizations are required to process one or more of the selected returns, click Yes to confirm the process or No to abandon the process.

9. Select your print options.

   1. For more information, learn how to select Organizer print options in CCH Axcess Tax.

10. Do one of the following:

    1. Click Submit Job to submit the job for immediate processing.

       1. For more information, learn how to schedule or reschedule jobs in Batch Manager.

    2. Click Schedule Job to schedule the job to process at another date and time.  

2. Upload to Truss

Navigate to the Organizer Uploads page and upload your backup file to Truss!