Axcess Tax - Client Profile - Deceased Client

ISSUE:

When a deceased date is entered for a spouse, subsequent years' tax returns are updated on the face. However, the Client Profile is not and must be manually modified.
The organizer was sent to a client that still denoted a deceased spouse

RESOLUTION:

Open Axcess Tax > Go to Dashboard
Select Client Manager
Enter the Client ID > press Enter
From the General tab, remove the deceased spouse name
- If the deceased spouse is the TP, place the SP name into the TP field
Select Save & Close
In order to keep the organizer from being sent, please follow the steps in the link below Axcess - Turn off Proforma and Organizer processing