An Improved Business Tax Return Workflow

There’s no time like the present to review how to improve your business tax return workflow. Why? Because recent enhancements to CCH Axcess™ Financial Prep effortlessly improve both the effectiveness and efficiency of business tax return preparation … and you can still benefit from that this tax season.

December release

In December’s release, we added a tax-link-alert. To use it, simply:

  • First, link the trial balance to the tax return
  • Next, when making changes that might affect balances already sent to the return …
  • Then, the alert automatically reminds you that you might need to resend the data to the return in CCH Axcess™ Tax

January release

Then, in the January release, we added send-to-tax options. With it, choose what tax groups should or should not go to the return.  Note that the overrides are set to ‘not send to the tax return’, by default. Therefore, the user has total control when it comes to deciding what information does get directly sent.

To continue, machine learning is another enhancement.  This second intelligent-grouping-method assists in automatically grouping accounts for the return.  Also, a new grouping accuracy column makes it easy to review the automatic assignments and make changes when necessary.  

Business tax return workflow – more improvements

Finally, also included is phase one of Workpaper Management.  For the business tax return workflow, this enhancement enables:  

  • One, uploading workpapers, for storage as part of an engagement
  • Two, tagging workpapers to a specific lead-sheet area

Now, with this addition, you can manage the entire business tax return workflow within CCH Axcess™ Financial Prep.


In conclusion, whether you are preparing for busy season or considering future opportunities, now is a great time to take a closer look at CCH Axcess™ Financial Prep. Fact is, using it can improve your workflow. So, don’t wait. Overcome any fear of change you may be feeling by simply taking a few minutes to learn more.

P.S. Also, check out this other blog – The ‘no touch’ tax return. It compliments this blog’s content.


Kim Conaway

All stories by: Kim Conaway