Practice Engine - How to Associate a Tax Return ISSUE: Job association is only automatic if there is 1 version of a current year return AND the return is a calendar year If the return has a new version, the correct version return will need to be associated If the return is superseded, the association will need to be edited to select the superseded option If staff receive error trying to advance job to Signature Review RESOLUTION: Open Practice Engine (PE) > Locate the client and the job you are interested in associating Select Details > Axcess Tax Information/Delivery > Axcess Tax Information Locate and select the specific return ID including year, client number and version Select the Return Type Select Save Selection
