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Axcess Tax - How to recover deleted return

Modified on: Wed, Feb 19 2025 1:05 PM

ISSUE:

  • Staff deleted return and need to recover it


PROCESS:

  • Return can be searched for and recovered from the Recycle Bin in Axcess tax if it is within a 90-day period


RESOLUTION:

  • Open Return Manager
  • Click on the drop-down in lower left corner that shows your current view. 
  • Select the Recycle Bin
  • Sort by the return field that you can easily find the return by. You can also use the filter to search for a specific return
  • Once selected click on the Restore Selected at the top.


  • The Recycle Bin Report will show after the restore is completed to show the status of each return
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