1. Log in to CCH Axcess and open the client.
1. Log in to CCH Axcess and open the client.
1. Log in to CCH Axcess.
2. Select the appropriate tax year > "Utilities" > "Backup"
3. Choose the location where you'd like to save the file.
2. Upload the client file to Truss.
2. Upload the client file to Truss.
1. Upload both files to Truss (both files pertain to one client; upload one client at a time).
2. Upload to Truss.
How to Access Completed Returns
Accessing Your Completed Returns
Accessing Your Completed Returns
1. In Truss, go to the "Review" screen > select "View Ticket"
2. Under the "Truss Produced File" column, select the files.
3. In CCH, go to "Utilities" > "Restore" > select the CCH file you're looking for (ends in .rctrl)
4. Confirm the returns & client > select "Restore"
5. Enter the password provided on the Truss ticket (only has to be done once).
