Skip To Main Content
Account
Settings
Logout
  • placeholder
Account
Settings
Logout
Filter:
Submit Search
Support
  • Communities
  • Knowledge Base
  • Video Library
  • Hot Topics/FAQs
  • Chat with Support
  • Open a Support Case
More Resources
  • Application Status
  • CCH Software News
  • CCHGroup.com
  • Release Notes
  • Support.cch.com
  • Feedback Forum
Other CCH Axcess Help
  • Administration Manager
  • AutoCheck
  • Batch Manager
  • Client Axcess
  • Client Collaboration
  • Correspondence Manager
  • Dashboard
  • Data Migration
  • DataScan
  • Document
  • Financial Prep
  • Install and Update Manager
  • iQ
  • Knowledge Coach
  • Office Plugins
  • Practice
  • Reports Manager
  • Single Sign-on
  • Tax
  • Workstream
CCH Axcess™ Financial Prep

Welcome to Financial Prep Help

Filter:
Submit Search

Getting Started

What's new

Log in and out

Navigate CCH Axcess Financial Prep

View license information

Engagement Basics

Create a new engagement

Create a consolidated engagement

Open an existing engagement

Copy an existing engagement

Trial Balance

Import trial balance data

Modify group assignments

Manage accounts

Create and apply grouping list templates

Tax

Statements and Reports

Use leadsheets

View the balance sheet

View the income statement

Use the Tax Summary report

Journal Entries

View the journal entry

Add journal entries

Edit journal entries

Delete journal entries

Workpapers

Upload workpapers

Download workpapers

Use workpaper tags

Sign off on a workpaper, leadsheet, or report

Knowledge Coach

Use Knowledge Coach Notes

Sign Off on Knowledge Coach Forms

Update Industry Content

Diagnostics

Risk Summary

©2022 CCH Incorporated and/or its affiliates. All rights reserved.
Revised 12/12/2022