AI Prep Instructions
AI Prep Instructions
A. Generate the .dat file in CCH Axces Return Manager
A. Generate the .dat file in CCH Axces Return Manager
⚠️ Note - confirm the tax return is not in use, locked, password protected or checked out when exporting data.
1. Log in to CCH Axcess Return Manager
2. Select the tax returns to be exported in the Return Manager list
3. Click on the Utilities tab then on Export
4. Select the Returns selected in Return Manager option
5. Choose the Include input data option
6. Click Export to begin the process
7. Click Finish. The exported tax data is submitted to Batch Manager where you can download and save the data
8. In Batch Manager locate and download data. Filter the Job Status grid by the Tax Data Export job type and click Go
9. Select and Export
10. Save the backup file to a designated path
B. Upload the client files to Truss Prep
B. Upload the client files to Truss Prep
1. Locate .dat file and prior year tax return PDF
2. Upload both files into Truss Prep
3. Click Submit
OCR Prep Instructions
OCR Prep Instructions
A. Generate the .dat file (Proforma) in CCH Axcess Return Manager
A. Generate the .dat file (Proforma) in CCH Axcess Return Manager
⚠️ Note - confirm the tax return is not in use, locked, password protected or checked out when exporting data.
1. Log in to CCH Axcess Return Manager
2. Select the tax returns to be exported in the Return Manager list
3. Click on the Utilities tab then on Export
4. Select the Returns selected in Return Manager option
5. Choose the Include input data option
6. Click Export to begin the process
7. Click Finish. The exported tax data is submitted to Batch Manager where you can download and save the data
8. In Batch Manager locate and download data. Filter the Job Status grid by the Tax Data Export job type and click Go
9. Select and Export
10. Save the backup file to the proforma folder created by the GW Agent.
C: > Documents >GruntWorx > proforma
B. Upload the client files to Truss Prep
B. Upload the client files to Truss Prep
1. Locate .dat file and prior year tax return PDF
2. Upload both files into Truss Prep
3. Click Submit
TIP: Name the file with either the client ID or the client name so it will be easier to locate. Right-clicking on the Tax Data row and selecting View Report will allow users to verify the name on the client file.
IMPORTANT: The Axcess Batch Manager displays both Export and Import files. After jobs are processed by GruntWorx, users should delete both export and import files from the Batch Manager to free up space and to prevent confusion.
Human Prep Instructions
Human Prep Instructions
A. Log in to CCH Axcess and open the client.
A. 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.
B. Upload the client file to Truss.
B. 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 Human Prep Completed Returns
Accessing Your Completed Returns
Accessing Your Completed Returns
Step 1: Locate the Reviewed Return
In Truss, navigate to the Prep Requests dashboard.
Look for tax returns with the status “Ready to Review.”
Note: The Ready to Review status indicates the tax return is complete and is ready for download.
Step 2: Download the Completed Files
For each tax return marked Ready to Review, you can take two actions:
Download completed PDF of the tax return
Shown in the purple box under Column R
Download completed data file
Shown in the yellow box under Column D
Download these files (.rctrl and .RTNBAK) to push the reviewed tax return into Axcess tax software
Step 3: Import into Axcess
In CCH, go to "Utilities" > "Restore" > select the CCH file you're looking for (ends in .rctrl)
Step 4: Restore
Confirm the tax return & client > select "Restore"
Step 5: Password
Enter the password provided on the Truss ticket (only has to be done once).
