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Axcess - How to check return history

Modified on: Thu, Aug 3 2023 4:11 PM


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11 STEPS

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

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2. Double click Tax to open Return Manager.

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

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

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5. Click the e-filing Status tab.

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

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

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

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9. Click on the Return ID link to generate the e-file Return History.

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10. Here you can click Print to print the history to PDF, or click Export to export an Excel copy of the history.

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

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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/2011447/Axcess---How-to-check-return-history

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