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