Axcess - Creating a return for an existing client

Axcess - Creating a return for an 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 an Existing Client.

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

From the CCH Axcess folder on your Desktop launch Tax to open the Return Manager
Select the Home Tab > Select the New dropdown in the ribbon and select New Return
Type in the client ID with trailing sub ID (In most cases this will be .000)
Select the client ID that appears
The fields for Tax year, Return type, and Return configuration will fill in automatically
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 Return
If creating a return in the same year as a previously prepared return, a window will appear allowing you to create a new version of the return

*Note*: If you are creating a new version that will be filed, please turn off proforma and organizer processing for any other versions

Turn off Proforma and Organizer processing | Knowledge Base | KSM IT

Select New Version to create the next Version of the return
Enter a Description for the subsequent version of the return

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 select Save will result in the return not being created. You will have complete this process again.