Axcess - How to check for rejected return explanation

11 STEPS

1. The first step is to open CCH Axcess folder on your Desktop.

Step 1 image

2. Double click Tax to open Return Manager.

Step 2 image

3. Click Status to open the e-file status webpage.

Step 3 image

4. Click Close if the Returns with expired date box appears.

Step 4 image

5. Click the e-filing Status tab.

Step 5 image

6. Click Tax Year dropdown to select the year of return you are searching for (Only 2019 -2021 are available).

Step 6 image

7. In the Search panel, select which item to search by: Return ID, Name, or SSN.

Step 7 image

8. Type the Return ID, Name or SSN/FEIN into the search field, and click Search to generate results.

Step 8 image

9. Click on the Rejected link.

Step 9 image

10. The Reject Report shows the explanation for the rejection and the solution. This is the same information that is e-mailed to you when a rejection comes back.

Step 10 image

11. That's it. You're done.

Step 11 image

Here's an interactive tutorial

** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

https://www.iorad.com/player/2011380/Axcess---How-to-check-for-rejected-return-explanation