KSM IT

317-580-2008
Login Sign up

Axcess Tax - Edit Client Profile

Modified on: Sat, Jan 25 2025 10:07 AM

ISSUE:

  • Staff notes that the Client ID does not match the KSM standard 12345.000
    • Client ID has 6 or more main numbers
    • Client ID has alpha characters
  • The Client ID is setup wrong
  • The Client has the wrong Office, Business Unit, Return group applied


RESOLUTION:

  • From the upper left in the Return Manager, Select the Dashboard icon


  • Select the Application Links option


  • Under the Clients section select Client Manager

  • Enter the client number or name in the search field and press enter


  • Double-click over the client field, if multiples appear

  • When the Client Profile dialog box appears, Update the Client ID field AND the Client sub-ID field (with 000)

  • Confirm that the Office, Business unit, Return group are updated as well

  • Select Save & Close

    ***NOTE: If you have already exported returns, you will need to send a request to the ehlp desk to have the exported return deleted. Once deleted, you will be able to export your return again.

Was this answer helpful?