Axcess Tax - How to setup a state only job

ISSUE:

I have a state-only return that I am preparing in Axcess Tax. When I set up a new job in PE and associate the job to my original return id, the job keeps coming back IRS-approved.

What is the correct process to set up a job in PE for a state-only return?

RESOLUTION:

CCH Axcess Tax

Open the federal return in CCH Axcess Tax
Select FIle > Save As (to create a new version of the return) > Enter a version description
In the new version, suppress the proforma of the return. Please refer to this KB article Axcess Tax - Proforma and Organizer suppression in return
Please make certain that the federal and any undesired states do not transmit with the new export
PLEASE NOTE: if you export a 2nd, or 3rd, etc. return for efiling, you need to make certain that all previous versions have been transmitted first. Failure to do so will result in any "Ready to Release" returns being overwritten.
- Axcess Tax - Launch the E-Filing Status System

Practice Engine:

Create a new job in Practice Engine, making certain to use the correct entity template
Associate the state-only job with the newly created return version (this may take an hour to sync)
- If you have already associated the job, we will need to reset the record to make certain it is not associated with the PE job tied to the federal return