Legislative updates: Comprehensive and accurate as always
Professional accounting firms have come to rely on CCH tax software for comprehensive, accurate tax compliance. Staying ahead of legislative changes is critical, and this year brings many major changes. CCH Axcess Tax includes TY2025 updates for OBBBA and other recent tax legislation, ensuring firms can file with confidence. New OBBBA-related changes include:
- AMT treatment of Section 1202 Stock
- Bonus depreciation changes
- Tax Projector updates for increased SALT cap, child tax credit, standard deduction adjustments, senior deduction and expanded adoption credit.
CCH Axcess Tax’s compliance engine is built to adapt quickly to legislative changes, ensuring calculations and diagnostics reflect the latest rules. This means your firm can file with confidence, knowing that every return is backed by Wolters Kluwer’s deep domain expertise and rigorous quality standards.
To help firms navigate the impact of OBBBA and other legislative changes, Wolters Kluwer offers a suite of powerful tax planning tools:
- CCH Axcess Tax Projector is designed for short-term planning, enabling firms to quickly project current-year outcomes based on real-time return data.
- For more complex, long-range strategies, CCH ProSystem fx Planning provides multi-year, scenario-based modeling, allowing firms to explore “what-if” scenarios and future legislative impacts.
- For firms looking to elevate their advisory services, CCH Axcess iQ identifies which clients are affected by specific OBBBA provisions, while CCH Axcess Advisor—available to early adopters—adds advanced Expert AI capabilities to deliver proactive, data-driven guidance.
As legislative changes continue to shape the tax landscape, the CCH Tax team remains committed to delivering timely, expert-driven updates that help firms stay compliant and prepared.
Productivity utilities: Turnkey solutions for workflow efficiency
For the first time, several popular utilities are now commercially available as standalone solutions—no full API license required. These tools address common workflow challenges and help firms save time during peak season:
- Batch Print Set Utility. Customize what prints with each return—including the order—and print up to 50 returns per job with multiple print sets. This utility streamlines printing and collating, producing more client-friendly deliverables and saving hours of manual work.
- Batch eFile Extension Utility. This utility allows firms to upload and submit extensions in bulk, including 1040 federal and state returns. You can even schedule batches to run during off-hours, freeing up your team for higher-value tasks during the day.
- K-1 Batch Import Utility. This utility lets firms import K-1 data directly from Excel into Partnership, S Corporation, and Fiduciary returns. It eliminates error-prone copy-paste workflows and supports exporting prior-year K-1s as a starting point for current-year data.
- 1040 Pass-Through Import Utility. This tool enables the export and import of passthrough entity data (Fiduciary, Partnership, S Corporation) from 1040 returns via Excel. It simplifies roll-forward processes and supports consistent data handling across tax years.
- Bulk Return Creation Utility. Ideal for training and seasonal onboarding, this utility automates the creation of multiple identical returns—perfect for building realistic practice environments.
These utilities reflect CCH Axcess Tax’s commitment to supporting the entire workflow, not just return preparation. By making these tools available without requiring a full API license, Wolters Kluwer is lowering the barrier to automation and enabling firms to work smarter, not harder.
