Axcess Tax - View attachments button not appearing
Modified on: Mon, Mar 13 2023 12:26 PMISSUE:
Staff attach a PDF to the Axcess Tax return, selects calc and does NOT have the View Attachments button illuminated
RESOLUTION:
Staff are adding the PDF and then immediately selecting the CALC option. The problem is that Axcess Tax is not being given an opportunity to actually attach the file first and the calc is interfering with the process
Steps to correct:
- Remove the PDF that cannot be viewed
- Attach the PDF again...BUT WAIT until the window below shows and goes away, DO NOT CALC yet:
- Once the window shows, select the View Attachment button to confirm that PDF is attached
- Once you confirm the PDF is attached, then you can calc the return