Axcess - Creating a return for a new client

The process for creating a return for a new client and creating a return for an existing client are slightly different. The steps below outline How to Create a Return for a New Client

For existing clients use the article instead: Axcess - Creating a return for an existing client | Knowledge Base | KSM IT

From the CCH Axcess folder on your Desktop launch Tax to open the Return Manager
Select New Return
Type in the new client ID with trailing sub ID (In most cases this will be .000)
Click the Add New Client button
The Add Client window will appear as shown below
Select the correct Client Type
Select the Office
Select the Business Unit, if applicable
Verify the Client ID and Client sub-ID are correct
Select Full Name and enter the client name
Select the correct Return Group
Social Security numbers can also be added here

Select OK to create the Client.

*Note*: After you select OK the Client is created. If you cancel the process after selecting OK you will be creating a return for an existing Client.

Axcess - Creating a return for an existing client | Knowledge Base | KSM IT

Confirm the correct Tax Year is selected
Confirm the correct Return Type is selected
Confirm the correct Return Configuration is selected
Enter a Return Description, if applicable
Confirm the correct Return Template is selected
Select Create
The return will open
Select the Axcess icon in the top left of the screen and select Save immediately
Save Early, Save Often

*Note*: Failure to Save will result in the return not being created and you will have to create a return for an existing client