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PE - How to Locate Your Unique ID for Tax Returns

Modified on: Fri, Jan 24 2025 2:33 PM

ISSUE:

  • 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


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