DMS - Instructions for Applying Electronic Barcode in DMS
Instructions for Applying Electronic Barcode in DMS
- Upload the properly named CCH Axcess Tax file to DMS.
- Select the document and then click DMS Tools > Apply Barcode
- Select the correct Job Name from the Jobs list for that client. The Job ID should match the Job ID in PE. Then Click Apply.
- The system will process the file and add Barcodes to the 8879s in the document. When finished you will get a message in the site notification area.
- Opening the PDF file will reveal that all 8879s are barcoded and titled.
- Note the File can be pushed to SafeSend Returns for the client to e-sign.
- Barcode both the CLIENT and GOVERNMENT PDF copies.