About Tax Line Conversion Charts

The Tax Line Conversion Charts show how the tax groups in Engagement map to the corresponding tax codes in CCH Axcess™ Tax and where the amounts will flow in the worksheet sections for each tax line on the tax return.

Alphanumeric tax groups are used in Engagement to assign trial balance accounts to specific tax codes. These tax codes map to specific lines on a tax return and are used when the client’s data is exported for tax return processing.

When you export tax balances from the Tax Summary Report, extracted accounting is data sorted by tax codes that can be used for processing the following tax returns: 

• Corporation
• Exempt Organization
• Individual and Sole Proprietorship
• Partnership
• S Corporation

The extracted tax code data in the file is converted by mapping it to the appropriate Tax worksheet location and tax line. When the merging process is complete, the tax return is ready for final processing and you can use any of the standard Tax functions to add, change, or delete data as required.