Instructions for Using Multiple Versions of Tax Returns

To create a new version of a tax return:

Open the original version of the return in CCH Axcess Tax.
Click Manage, then Version Description.
Enter a description for the original return, such as "Actual" or "Originally Filed" and then click OK.
Click File, then Save, in order to save the original version.
Click File, then Save As.
Enter a description for new version of the return. This description should reflect the purpose of the additional version, such as "2018 Amended" or "4th Qtr Projection."
Click OK.

Note that the entity name, social security number, and/or employer identification number should never be changed in a new version of a tax return. To complete a return for a different taxpayer with a different name or identifying number, you should always contact the Help Desk for assistance with this.

In all versions of a tax return that are not the final, filed versions, the options for pro forma processing and organizer processing need to be turned off. This will avoid the following issues:

Unnecessary versions in future years of the software

To turn off the pro forma processing and/or organizer processing options:

Open the version of the return in CCH Axcess Tax that should not be rolled forward or used in any future years.
Refer to the table below to determine the form to use in order to "Suppress Pro Forma Processing" for each of the various return types.
Calculate and Save prior to closing the return.

Entity Type

Worksheet

709