PE - How to Locate Your Unique ID for Tax Returns
Modified on: Fri, Jan 24 2025 2:33 PMISSUE:
- Staff cannot find unique ID to be used for CCH Axcess Tax personal returns
RESOLUTION:
- Click link to open Practice Engine/Staff Search
- If you already have PE open, navigate to Staff - Search
- Enter your name to search for in the Search field > press Enter
- Click on the word Columns (not the drop-down)
- Drag the field Staff Code to the right and place it under Office > Select Save
- Your Unique Staff Code will appear in the column