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Axcess - How to password protect a return

Modified on: Thu, Aug 3 2023 4:12 PM

Axcess - How to password protect a return


  • From the CCH Axcess folder on your Desktop launch Tax to open the Return Manager
  • Search to find your personal return > Open your return
  • Select the Manage tab > Secure Return

 

      Graphical user interface, text, application, Word, email

Description automatically generated

 

  • When prompted, Enter and confirm a password of one to eight letters or numbers
    •  Special characters (for example, !, @, #, spaces) are not allowed 

 

     Graphical user interface, text, application

Description automatically generated

 

  • Select OK
  • Calc > Save Changes 
  • Close the return


*Note*: If a password is forgotten and needs to be recovered, contact the helpdesk through the helpdesk portal - Support : KSM IT   

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