CCH Axcess Troubleshooting

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Activity Number Mismatch

Error Message: Could not find an investment for activities [xxxx]

This message response is received from CCH, which means the activity number was not found in CCH.

Syncing Issues - Error 18

The majority of CCH Axcess issues are due to data match or missing data. Before sending a ticket to the product team, please make sure the following datapoints exist in K1x and match the data in CCH Axcess:

• Instance Name
• Return ID
• Entity Type
• Tax Form Type
• Activity Number
• EIN

You should request screenshots from the client showing the fields in CCH, you can then compare them to the data in their K1x Instance.

Instances with Multiple Activities

The integration supports multiple activity syncing for most return types, as long as the structure and activity numbers match what is in CCH.

The following return types do not support multiple activities:

• 1120S
• 1120
• 1065

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