Printing Tax Returns from CCH

Printing Tax Returns from CCH

Important Notes

  1. Supported Tax Returns
    1. Support: Federal and all State 1040 tax returns.
    2. Not supported: Locality, state-only filings, and US-1040-NR.
    3. Only long-form 1040 returns are supported (1040EZ and 1040A are not). Learn more here.
  2. Required Forms in Tax Return PDF
    1. Federal & State 1040 forms.
    2. Federal Form 8879.
    3. Estimated payment vouchers/payment vouchers (if applicable).
    4. State 8879 form is required for these states:
      1. Alabama, Arizona, Arkansas, California, Colorado, Georgia, Indiana, Louisiana, Massachusetts, New York.
  3. PDF Preparation Requirements
    1. Use the native print function of your tax software (do not use a PDF print driver).
    2. Ensure the PDF:
      1. Has preprinted dates on the signature fields for the 8879s.
      2. Is not password protected
      3. Has watermarks disabled
      4. Includes the taxpayer’s email address on page 2 of the Federal 1040
      5. Combines Federal and State returns into a single PDF  (do not upload multiple PDFs).

CCH Setup and Printing Instructions


  1. From the return screen, click the Print icon.
  2. Uncheck Accountant and Government copies.
  3. For the Client return, select the Print to: dropdown box and select PDF.
  4. Make sure Password protect PDF(s)
     is unchecked.
  5. Click Print.
See CCH ProSystem fx Tax or CCH Axcess Tax help centers for additional instructions.

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