ISSUE: What years can I efile returns for a client RESOLUTION: The IRS and state taxing authorities only allow the current tax year and the previous 2 years to be electronically filed. Any years outside of that timeframe would need to be paper filed.

Follow these steps to create an organizer from a prior year return Open a prior year Individual return From the Home tab, Click Print > Print Organizer Select Yes to continue without calculating Select Print to > PDF Select Path Select Print Set > KSM_SSR Select Print

ISSUE:  "Exception occurred while communicating with DDE Server. ErrorCode: 16393" when attempting to Dynalink between ProSystem fx Engagement and Axcess Tax. If this is the first time to attempt to perform a dynalink to Axcess Tax and have not ran the Tax Software Interface inside Engagement then the error will occur.   If this error is occurring with an existing Dynalink, verify that all users have full access to the C:\Pfx Engagement\WM\Dynalink.ini and also the local file room workpapers folder. If the error still occurs, you will need to uninstall and then reinstall Axcess Tax using the Install and Update Manager. Axcess - Reinstall application : KSM IT (ksmcpa.com) 

ISSUE: The G/L Bridge button is greyed out so you are unable to link a return to Engagement. SOLUTION: Turn off G/L Direct in the return. Open the return that has G/L Direct enabled. Click the G/L Direct ribbon tab. Click Deactivate G/L in the Utilities group on the ribbon. Select one of the following options: Keep G/L Direct data - Select this option to retain all records in the open return. Purge G/L Direct data - Select this option to delete all records in the return's chart of accounts, tax codes, entity or property information, and journal entries. If you select the Purge option, you are prompted to press Purge to confirm your selection. Click OK to save your changes.

Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the top right corner before you begin) ** https://www.iorad.com/player/2134501/Axcess-Tax---Launch-the-E-Filing-Status-System 17 STEPS 1. One way to access the efile system is if you are in the Return Manager, Click Utilities 2. Click EF Status 3. Once the Electronic Filing Status System window appears, select the e-filing status tab 4. Click X to close the Electronic Filing Status System window 5. Another way to access the efile system is from inside of a tax return. Click the Review tab. 6. Click EF Status 7. Once the Electronic Filing Status System window appears, select the e-filing status tab 8. Click Tax Year to select the tax year you are searching for. You will only have access to the current and previous two tax years. 9. In the search area, Enter the client Return ID, Portion of Name, or SSN. Click Search 10. Your results will show in the bottom section of the screen. Click the Client ID to see the Return History. 11. The Highlighted area shows the Date, Return ID, Activity, and Submission ID. 12. Click Print to print the Return e-file history to a PDF file. This is typically requested by the taxing authorities 13. From the Print destination, Click Save as PDF. Click Print 14. Enter a filename and Click Save 14b. Click 15. Click Close 16. Click X to close the Electronic Filing Status System window 17. That's it. You're done.

The general cover letter should not be included in the Government copy of the tax returns. The Filing Instruction letter should be the only one included in the GOVT Copy. We have suppressed the cover letter from printing in the GOVT copy globally.  However, please navigate your returns using the paths below to make sure you have the correct settings selected. 990 > General > Letters and Filing Instructions > 1 – General Letter > Field 5 = Include in Government copy 1040 > General > Letters and Filing Instructions > 1 – General Letter > Field 7 = Include in Government copy 1041 > General > Letters and Filing Instructions > 1 – General Letter > Field 6 = Include in Government copy 1065 > General > Letters and Filing Instructions > 1 – General Letter > Field 6 = Include in Government copy 1120 > General > Letters and Filing Instructions > 1 – General Letter > Field 6 = Include in Government copy 1120S > General > Letters and Filing Instructions > 1 – General Letter > Field 6 = Include in Government copy

ISSUE: The SurePrep Outsource group does not have access to a specific client return to begin data entry RESOLUTION: New Client/New Return - KSM Staff create new client/new return in CCH Axcess Select New Return from the menu bar Enter the 5-digit client number > hit Tab or Enter key Select the following: Client Type Office = _KSMOSR Confirm 5 digit client number Full Name Social Security number(s) Return Group = 1KSMIND Return Template (required entry) = Client Type Select Create to create the new client and new return Existing Client/New Return - KSM Staff create a new return in CCH Axcess Send a request to helpdesk@ksmcpa.com and request that the client Office get changed to _KSMOSR Existing Client/Existing Return - KSM Staff send request Send a request to helpdesk@ksmcpa.com and request that the client Office get changed to _KSMOSR *NOTE - If a client profile is assigned to _KSMOSR, the SurePrep Outsource team will have access to all years' returns for that specific client

ISSUE: Predecessor Firm uses ATX to prep returns.  SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax.  ATX Client Data Conversions Create a new folder on your workstation, named ATX Export. Open the ATX software for the tax year to be converted. Remove Passwords from all protected returns. Select Returns to be converted by checking the box to the left of each return. Select All will allow a group select. Select Returns, then Export Marked Returns from the drop-down. Verify the returns selected in the window that opens and select Export Marked Returns. Navigate to the ATX Export folder created previously, using the browse option. Click OK to continue. Verify the export by reviewing the total number of files in the export folder. Each file should have an extension of .AtxyyExport, where ‘yy’ is the tax year. Zip the backup by right-clicking on the ATX Export folder. Select Send To/Compressed (Zipped) folder and save the zip file to your Desktop.

ISSUE: Predecessor Firm uses Drake to prep returns.  SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax.  Drake Client Data Conversion  Create a new folder – name foler Drake Sourcefiles. Browse to drive where Drake is installed and open the Drake21 folder.  Copy the DBF folder to the Drake Sourcefiles folder. Note: It is not possible to convert the tax files without the DBF folder! Skipping this step will result in submission cancelation.  Open the 2021 Drake Program.  Go to Tools, File Maintenance, Backup.  Check the Backup to locaor or network location box. Browse to locate and highlight the Drake Sourcefiles folder, click Select Folder. Select the Selective Backup then click Backup. Select Customize Backup and verify only the Tax Returns box is checked.  Check the File box next to each return to be converted, or select all for all returns.  Click Backup and close Drake when completed.  Zip the sourcefiles by right clicking on the Drake Sourcefiles folder.  Select Send to /Compressed (Zipped) Folder and save the file to your desktop.

ISSUE: Predecessor Firm uses GoSystem RS to prep returns.  SOLUTION: This guide can be provided to predecessor Firm to give us the backups needed to convert to Axcess Tax.  GoSystem RS Client Data Conversions  An unmodified PDF produced from the GoSystem RS software must be created for each return to be converted. For best results, please keep the following points in mind when preparing to create PDFs for conversion. DO Create PDFs immediately prior to submission. Assure bookmarks containing tax forms, worksheets, and statements are listed under the ‘Federal’ bookmark. Assure PDFs contain footer information including the Client Code/Locator assigned to each tax return. Assure Form 4562 exists in 1040 returns for accurate auto linking. Assure K-1 Review Statements exist in 1040 returns for full conversion of Passthrough Income by following these steps. To Create K-1 Review Statements –  Log into the GoSystem RS Website.  Go to Admin, Tax Defaults o Select the tax year being converted (2018 - 2021) and Open.  Go to Tax Return Options, Detail Schedules Tab.  Check K-1 Review.  Also check Schedule K-1 Report (Summary, Missing K-1s, and Estimated K-1s), if not already checked.  Close Tax Defaults.  Continue creating and preparing PDFs for returns to be converted, referring to pg 7-8 for detailed instructions.  Remove any print settings preventing critical tax data from being included in the PDF, such as detail statements or depreciation detail. Remove settings allowing unsupported alternate forms from printing, such as 1040-SR or an ‘EZ’ type form, prior to creating the PDFs. Review a sample set of PDFs to be submitted to assure they contain a full tax return under the ‘Federal’ bookmark and include a bookmark for Page 1 of the tax return to be converted. (i.e. Form 1040, Page 1) DO NOT Use PDFs created and archived for other purposes. Rename PDFs after creation by GoSystem RS. Password-protect individual PDFs within a submission. Encrypt or ZIP individual PDFs submitted as part of a batch submission. Separately encrypt the submission file. Create PDFs with a print setting allowing alternate versions of the main tax form, such as 1040-SR or ‘EZ’ form. Suppress worksheets, statements, or other white paper detail. Doing so will severely limit conversion content. Alter PDFs after creation in any way.  Scanned images inserted into the PDF will prevent conversion.  Additional PDFs inserted into the tax return PDF will prevent conversion.