Axcess - SurePrep Outsource Assign Returns
ISSUE:
The SurePrep Outsource group does not have access to a specific client return to begin data entry
RESOLUTION:
New Client/New Return - KSM Staff create new client/new return in CCH Axcess
- Select New Return from the menu bar
- Enter the 5-digit client number > hit Tab or Enter key
- Select the following:
- Client Type
- Office = _KSMOSR
- Confirm 5 digit client number
- Full Name
- Social Security number(s)
- Return Group = 1KSMIND
- Return Template (required entry) = Client Type
- Select Create to create the new client and new return
Existing Client/New Return - KSM Staff create a new return in CCH Axcess
- Send a request to helpdesk@ksmcpa.com and request that the client Office get changed to _KSMOSR
Existing Client/Existing Return - KSM Staff send request
- Send a request to helpdesk@ksmcpa.com and request that the client Office get changed to _KSMOSR
*NOTE - If a client profile is assigned to _KSMOSR, the SurePrep Outsource team will have access to all years' returns for that specific client