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.