ISSUE: 

Staff requests that a return gets deleted

RESOLUTION:

Senior Associate level and above have been given the right to delete returns in the CCH Axcess Tax system. There is a 90 day window from the time of deletion to restore the return if it was inadvertently removed.

PROCESS:

• Open Return Manager and locate the specific return to delete
• Highlight the single return
• Either press the delete key on the keyboard or select the delete option from the menu bar
• Accept the default options in the delete return dialog box
• Select OK to finalize the deletion of the specific tax return
• Select the Recycle Bin option to restore the tax return (within 90 days of original deletion)
  • https://support.ksmcpa.com/support/solutions/articles/20000111666
• You do not need to notify the Help Desk if you remove a return on your own