Exporting to CCH Axcess When Filing Status Changes

When a client’s filing status changes from Married Filing Jointly to Single or Qualifying Surviving Spouse, the client record in CCH Client Manager must be updated before you export the return. If the return is simply rolled forward and edited without this update, the export will fail. This article explains why the error occurs and how to resolve it. 

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When you roll forward a Married Filing Jointly return, the original Primary Taxpayer carries over on the client record in CCH Client Manager.

If the new year's return is prepared under the person who was previously listed as the spouse, but as the Primary Taxpayer in CCH Client Manager has not been updated to match, the export will fail. 

This error occurs because the Primary Taxpayer on the return does not match the Primary Taxpayer listed in CCH Client Manager for that client ID. CCH Axcess requires these to match before it can import the data.

You may encounter this error after:

• Divorce - one spouse files separately going forward
• Death of a spouse - the surviving spouse files as Single or Qualifying Surviving Spouse in a later year
• Any other change where the person previously listed as the spouse is now the sole filer

In each of these cases, if the return is prepared under the person who was previously the spouse, update the client record in CCH Client Manager before exporting. 

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Step 1: Open CCH Client Manager

Edit the client record so that:

• The person now filing the return is listed as the Primary Taxpayer
• Their name and SSN match the Primary Taxpayer shown in Juno and on the return

Save your changes.

 

Re-import the .dat file from Juno into CCH Axcess. The export should now complete successfully.

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