Important Notes
Supported Tax Returns
Support: Federal and all State 1040 tax returns.
Not supported: Locality, state-only filings, and US-1040-NR.
Only long-form 1040 returns are supported (1040EZ and 1040A are not).
Required Forms in Tax Return PDF
Federal & State 1040 forms.
Federal Form 8879.
Estimated payment vouchers/payment vouchers (if applicable).
State 8879 form is required for these states:
Alabama, Arizona, Arkansas, California, Colorado, Georgia, Illinois, Indiana, Iowa, Louisiana, Maryland, Massachusetts, Mississippi, Missouri, New Mexico, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Vermont, Virginia, Washington DC, and West Virginia.
PDF Preparation Requirements
Use the native print function of your tax software (do not use a PDF print driver).
Ensure the PDF:
Is not password protected
Has watermarks disabled
Includes the taxpayer’s email address on page 2 of the Federal 1040
Combines Federal and State returns into a single PDF (do not upload multiple PDFs).
CCH Setup and Printing Instructions
From the return screen, select the Print icon.
Uncheck Accountant and Government copies.
For the Client return, select the Print to: dropdown box and select PDF.
Make sure Password protect PDF(s) is unchecked.
Select Print.
See CCH ProSystem fx Tax or CCH Axcess Tax help centers for additional instructions.