CCH Axcess™ Integration

This article provides instructions on how CCH Axcess™ users can print a return directly to SafeSend Returns.  The integration works with the 2022 tax year or later. All Current Supported Returns can be transmitted this way. 

Please note:

• All CCH® users can see the Import CCH Axcess dashboard, but only users with the appropriate Role-Based Access permissions can import returns (Upload from CCH). The options are grayed out for users who do not have the appropriate permissions. 
• Returns must conform to our print settings guidelines: Recommended Print Settings. 
• The recall and reupload option is not compatible with the integration. This process must be completed manually. 

Grant Users Permission in SafeSend Returns

Administrators can create a User Group for the CCH Axcess™ integration and apply this permission to users. This will allow them to access the feature. 

Create User Group

1. Click the Navigation Widget in the top right corner.
2. Click Account Management.
3. Click User Management in the left panel. 
4. Click the User Groups tab.
5. Click Add User Group. 
6. Type a Name for the group. 
7. Type a Description for the group. 
8. Select the Tax Processing - Upload from CCH role. 
9. Click Add Group.

Add Users to the Group

1. Click the newly created Group in the left panel. 
2. Drag and drop users from the Available Users column to the User in Group column. 
3. Click Apply Changes.

Connect CCH Axcess™ and SafeSend Returns

Link your CCH Axcess™ account with your SafeSend Returns account. This allows your returns to be displayed in the Import CCH Axcess dashboard. 

Important

When a user connects CCH Axcess™ and SafeSend Returns, all users with access to the Import CCH Axcess dashboard are able to view and import the returns regardless of who is logged in. Only 1 user can be logged in at a time. We recommend disconnecting when the feature is not in use. 

1. Click Import CCH Axcess in the left panel. 
2. Click Login.
3. Enter your Account Number. 
4. Click Submit.                                                                 
5. Enter your User ID. 
6. Enter your Password. 
7. Enter the text shown. 
8. Click Login.                                                                           
9. Choose how you want to verify your identity. 
10. Click Send the code.                   
11. Enter the code. 
12. Click Submit.                                                                   

You are re-directed to your Import CCH Axcess dashboard. You can see who is logged in in the top left corner. 

Dashboard Overview

The following functions and features are available in the Import CCH Axcess dashboard. All 2022 and 2023 supported return types are displayed in the dashboard. 

Dashboard Features

1. Click to Disconnect from CCH Axcess™
2. Click Get CCH Returns to refresh the queue and display all CCH Axcess™ returns. 
3. Click Import to Safsend to move returns to your Send Tax Returns queue. 
4. Click Refresh to re-load your queue after applying or removing filters. 
5. View the connection status and currently logged-in user. 
6. Search or filter using column headers
   • Highlighted columns are pulled from CCH Axcess™.
7. Search or filter by Import Status. 
8. Click Sync Return to resend the return to your Send Tax Returns dashboard.
   • This option is only available if the Import Status is Completed. 
   • This does not override a recalled return; it is treated as a new upload. 

Info

You can add custom CCH Return Statuses in CCH Axcess™ to help identify and filter returns to be imported. See the How do I change or add a return status for CCH Axcess™ Tax? article for details.

Import Statuses 

This status indicates whether or not the return has been sent to your Send Tax Returns dashboard. 

• New - The return has been pulled from CCH Axcess™ but has not been sent to your Send Tax Returns dashboard. 
• Completed - The return has been successfully sent to your Send Tax Returns dashboard. 
• In Progress - The return is being sent to your Send Tax Returns dashboard but has not yet finished loading. 
  • Depending on how many returns are imported at once, this process can take time to complete. 
  • Feel free to navigate away from the page as the returns are being imported. 
• Failed - The return could not be imported to your Send Tax Returns dashboard.

Import Returns

Follow the steps below to import returns from CCH Axcess™ to your Send Tax Returns queue. 

1. Select one or more returns in a New Import Status. 
2. Click Import to Safesend.