ISSUE: 

• I have a married filed joint return that needs to be MFS split
• I do not have a new Client ID for the split return

SOLUTION: 

Follow the steps below to split a return in Axcess Tax. 

*NOTE* Splitting a return will create a Version 2 of the current Client ID,  you will be prompted to enter a new Client ID for the other split return, it will be Version 1. 

***Obtain a new Client ID for PE prior to starting this process and create a Tax Job. Otherwise, you can create a temporary number to move forward with the split process and change it later to match the new PE Client ID/job: Axcess Tax - Edit Client Profile

1. Open the joint return you wish to split.
2. Throughout the return, affirm that the items that need to be specifically assigned are assigned to:
   • "T" (taxpayer)
   • "S" (spouse) 
   • "J" (to be split between them)
3. On the ribbon select Manage > Split Return. 
   
4. At the confirmation prompt, click Yes to split the return.
   
5. If this is the first time this return is being split, enter a client ID for the spouse's or ex-spouse's tax return.
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   • The taxpayer's return will be a new version of the joint return. 
6. After entering a client ID, click OK to complete the split process.
   • If you have previously split the joint return, a dialog displays asking if you wish to overwrite the returns previously created from the split of this married filing joint return, or create new return versions.
     
7. When the split is complete, a summary dialog will display with the option to view the return versions resulting from the split. 
8. After the return has been split, confirm that the filing status on both returns are MFS (Married Filing Separately).
9. Confirm that both returns are either itemized or not itemized. 
   • IRS regulations require that both spouses use the same method.