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Axcess Tax - Client number not saving

Modified on: Fri, Feb 17 2023 11:39 AM

ISSUE:

Client number shows a red X stopping me from creating a new client/return in Axcess Tax


SOLUTION:

For staff personal returns, please do not use the Client sub-ID field. only use the Client ID field and include the full 99000.####XX where #### is your employee ID and XX is the next available increment in your group of returns.



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