CCH Axcess™ Tax - Exporting client data

To export client data from CCH Axcess™ Tax, you can use the export options provided in the software. Here’s a step-by-step guide:

1. Log in to CCH Axcess™ Tax:

   • Open CCH Axcess and log in with your credentials.

2. Navigate to Client Manager:

   • Go to the Client Manager or Dashboard, depending on your setup.

3. Select Clients to Export:

   • Locate the list of clients. Select the specific clients or client records you want to export by checking their boxes or selecting them in the list view.

4. Initiate the Export:

   • Click on the Export or Reports option. Depending on your version, you might see an Export or Download option directly.
   • Choose the format for export. Common options include Excel (.xlsx) or CSV (.csv)

5. Select Fields to Include:

   • A dialog box will usually appear asking you to specify the fields you want in the export file. Choose the relevant fields, such as Client Name, Tax ID, Address, etc.

6. Export and Save the File:

   • Confirm your selections and click Export. The system will process the data and prompt you to save the file.
   • Choose the destination folder and save the export file on your computer.

7. Verify Exported Data:

   • Open the exported file to confirm all data is correctly extracted.

For large-scale data exports or specific formatting needs, it’s often helpful to consult with your IT or admin team, as they might set up bulk export routines or automate the process if you regularly need these exports.

If you encounter any issues with the export, refer to CCH Axcess™ Tax Help or contact Wolters Kluwer support for further assistance.

For additional information like email and client phone, follow this:

https://support.cch.com/oss/ml/kb/solution/How-do-I-create-a-report-to-list-my-client-Email-Addresses-in-CCH-Axcess-Practice

If these instructions do not work, please contact CCH customer support team directly and they will be able to help you through this process.