Amended Tax Return Process

Amended tax returns should go through the same process as original tax returns with these additional steps.

Set up a new job in Practice Engine, using the template for the applicable return type. Include the word “Amended” at the end of the job name. Make sure that the year of the amended return is set up correctly.
When entering the client number for the CCH Axcess Tax return, add “.AMEND”
- Ex. 2018US P:517789.000.AMEND
The amended tax return and associated workpapers should be stored in DMS under the respective year being amended in a folder titled “Amended Return.” All associated documents and returns should be saved in this folder.
- If the files were originally stored in Engagement, then you need to copy the originally filed PDF of the return and any related amended workpapers to the corresponding year DMS client site.
- Note: When amending a return for NOL carryback, the same process applies except a copy of the final Amended Return needs to also be put in the year that created the NOL carryback.
A PDF copy of the originally filed tax return should be in the file as follows:
- Save a PDF copy of the originally filed tax return using the naming convention 20XX (year) ORIG11P_#####.000CLNT_V1
- This document will stay in the file through the review process until you are ready to finalize the amended return.
Create another version of the tax return in CCH Axcess Tax to prepare the amended tax return.
- Open the originally filed tax return in CCH Axcess Tax
- Go to File, Save As
- Name the return appropriately (Amended Federal, Amended Indiana, etc.)
- Be sure to open the prior version (V1) and update settings to turn off the pro forma and organizer. Reference Instruction Sheet for Using Multiple Versions of Tax Returns for detailed instructions.
After creating another version of the tax return, you MUST first go to the amended return input form and check the box “X to transfer original information” before you make any other changes.
- Form 1120 – Federal: Other / 1120X – Amended Returns / Box 1 Indiana: Other / Amended Return / Box 1
- Form 1120S – General / Basic Data / Box 26
- Form 1065 – Other / 1065X – Amended Return or AAR / Box 1
- Form 1040 – Federal: Other / 1040X – Amended Return / Box 1 Indiana: Other / Amended / Box 1
- Form 1041 – Federal: Other / Amended Return / Box 1
Amended business tax returns (1120, 1102S, 1065) can be electronically filed for any open year (current filing period and the two prior years).
Amended individual (1040 and 1040-SR) returns can be electronically filed for the current tax year and two prior years. Amended returns for any other tax years or tax types must be filed by paper.
Amended estate and gift tax returns can ONLY be paper filed.
Amended trust returns can be electronically filed for the current tax year and two prior years
After preparation of the amended tax return, you will take the following steps to send it to each review stage.
- Print a PDF copy and put it in the “Amended Return” folder in DMS
- The document should use the following naming convention:
  - For supervisor review, SUP 20XX AMND17P_#####.000ACCT_V2
Finalizing the tax return for Signature Review:
- Print Client copy of amended tax return to PDF and put it in the “Amended Return” folder in DMS
- Name Document: CLIENT 20XX AMND17P_#####.000CLNT_V2
Note: Any attachments that need to be sent with the amended tax return need to be added in CCH Axcess Tax as attachments.
You can now delete the 20XX ORIG 17P_#####.000CLNT_V1 document that was created and watermarked as “As Originally Filed” at the beginning of the process.
Complete delivery information in the delivery tab in PE.
- Note: Make sure that the job in Practice Engine and the client job name show the correct year being amended.
- Make a note with the delivery information in PE with the location of the file (year in DMS).
There’s no requirement to attach the originally filed return for either Federal, Indiana, New York, Ohio, or Illinois amended returns, so watermarking is not necessary. Unless you’ve received a specific notice requesting it, the original return does not need to be submitted—whether the amended return is e-filed (which is preferred for both Federal and Indiana) or paper filed. When preparing an amended return, you should always refer to the form instructions to ensure all required supporting documents are included.
For a business tax return that is being e-filed, use the same process as with an original tax return.
- Note: A new Form 8879 will generate with the amended tax return. This new Form 8879 will need to be signed and returned by the client before the amended tax return will be released and filed.
For an individual, trust or estate tax return, print the CLIENT 20XX AMND17P_#####.000CLNT_V2 document
Tax Processing Team and delivery method
- If paper copy is marked as the delivery method in the delivery instructions within PE, Tax Processing will print a copy of the PDF titled “CLIENT 20XXAMND11P_#####.000CLNT_V2” for the taxpayer’s copy.

If HubSync is selected as the delivery method in the delivery instructions within PE, the Tax Processing Coordinator will post the CLIENT 20XX AMND11P_#####.000CLNT_V2 document to their workspace.