Getting Started with CCH Axcess™ Engagement

CCH Axcess  Engagement application delivers automation, data-driven workflows, and an integrated solution in the cloud with the CCH Axcess™ Suite to help you prepare your tax balances for business tax returns.

When you upload the trial balance data, each account is automatically assigned a financial statement group and a tax group based on the account name. If a match cannot be found, then the account is left unassigned. Based on the account groupings, the system automatically creates the following:

• Balance Sheet
• Income Statement
• Leadsheets
• Tax Summary Report
• Financial Summary Report

This quick overview of the financial picture can help you plan your engagement and understand the state of the business.