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• If the return is superseded, the association will need to be edited to select the superseded option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