ISSUE:

• How do I use Practice Engine to see all Ready to Release tax returns for me or for anyone in my group?

RESOLUTION:

• Open PE > Staff > Staff workflow dashboard
• Select the Axcess Tax - Ready to Release tab
• Select the staff name to review > Refresh

HOW TO USE:

This dashboard will show you all returns that are in the CCH Axcess Tax efiling system as Ready to Release. These could show up for a variety of reasons, some examples are shown below.

• The return was extended, but then subsequently exported and not released
• The 8879s have not been sent, received, etc.
• The 8879s have been sent and received, but they were associated with the wrong job during barcoding 
• A return was exported after the initial return and states were released/accepted
• A rejected return has been corrected and re-exported, but no notification was identified to release the return again
• An amended return was exported but the 8879s did not come back or were associated with the wrong job
• A superseded return was exported but no indication was given that the return needed to be released

Use the following steps to setup the dashboard to identify Ready to Release returns that are categorized by Product, Work status and Client Name.

• Drag the following fields to the search bar: Product, Work Status, Client Name
• Expand the Product you are interested in
• Expand the status to review
• Expand the clients to review