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