ISSUE: The SurePrep OutSource team does not have access to a KSM Client 1040 in order to provide prep services RESOLUTION: The SP_Outsource group is assigned to all returns that fall under the _KSMOSR Office and 6KSMOSR Business Unit. Follow the steps below to re-assign the client to the _KSMOSR Office From the Return Manager screen, select the icon in the upper-left to open the CCH Axcess Tax Dashboard Select Client Manager in CLIENT section Enter the Client ID that you want to modify to provide access in the Client ID field, select ENTER In the Office field, select _KSMOSR Select SAVE and CLOSE

ISSUE: How do I find the Name Control that was calculated for a tax return? RESOLUTION: https://www.irs.gov/businesses/corporations/using-the-correct-name-control-in-e-filing-corporate-tax-returns Typically, the Name Control is the first 4 digits of the client name In CCH Axcess Tax, typically, the name control that was created for a return will show up in the diagnostics under the Electronic FIling section If you need to override the Name Control, go to Electronic Filing > General > Other options

ISSUE: When a deceased date is entered for a spouse, subsequent years' tax returns are updated on the face. However, the Client Profile is not and must be manually modified. The organizer was sent to a client that still denoted a deceased spouse RESOLUTION: Open Axcess Tax > Go to Dashboard Select Client Manager Enter the Client ID > press Enter From the General tab, remove the deceased spouse name If the deceased spouse is the TP, place the SP name into the TP field Select Save & Close In order to keep the organizer from being sent, please follow the steps in the link below Axcess - Turn off Proforma and Organizer processing

ISSUE: I have a married filed joint return that needs to be MFS split I do not have a new Client ID for the split return SOLUTION: Follow the steps below to split a return in Axcess Tax. *NOTE* Splitting a return will create a Version 2 of the current Client ID, you will be prompted to enter a new Client ID for the other split return, it will be Version 1. ***Obtain a new Client ID for PE prior to starting this process and create a Tax Job. Otherwise, you can create a temporary number to move forward with the split process and change it later to match the new PE Client ID/job: Axcess Tax - Edit Client Profile Open the joint return you wish to split. Throughout the return, affirm that the items that need to be specifically assigned are assigned to: "T" (taxpayer) "S" (spouse) "J" (to be split between them) On the ribbon select Manage > Split Return. At the confirmation prompt, click Yes to split the return. If this is the first time this return is being split, enter a client ID for the spouse's or ex-spouse's tax return. Axcc The taxpayer's return will be a new version of the joint return. After entering a client ID, click OK to complete the split process. If you have previously split the joint return, a dialog displays asking if you wish to overwrite the returns previously created from the split of this married filing joint return, or create new return versions. When the split is complete, a summary dialog will display with the option to view the return versions resulting from the split. After the return has been split, confirm that the filing status on both returns are MFS (Married Filing Separately). Confirm that both returns are either itemized or not itemized. IRS regulations require that both spouses use the same method.

ISSUE: The ACS_Team cannot see a specific client return SOLUTION: Please confirm that you have rights to assign the ACS_Team to a return by sending a request to helpdesk@ksmcpa.com Login to Axcess Tax From the Return Manager, in the upper left corner, click to select the Dashboard icon Select Client Manager Enter the Client ID that you want to change > press Enter Change the Business Unit to 7KSM_ACS Select Save and Close The ACS_Team member should now have access

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.

eFiling System Generated Emails   The following list outlines the system-generated emails you might receive regarding efiled returns/extensions. In order to be properly notified, the following items must be in place for each client/job: Staff must be assigned to roles on a job in PE in order to receive any eFile notifications All CCH Axcess return/extension exports must have an associated job in PE All 8879s must have a barcode matched to the correct associated job in PE   Rejected Return/Extension Email sent every 24 hours to all staff on job role in PE. Every 6 hours after initial notification the 14th-20th near the deadline Used for rejected returns/extensions Email contains verbiage from CCH efiling on the rejection and the steps to potentially correct it Email also contains steps on how to correct in the KSM systems to get it released again Email contains steps on how the staff can go into the efiling system to find out the details of the rejection   Stopped Return/Extension Email sent every 24 hours to all staff on job role in PE Used for Disqualified returns/extensions and Schema Validation returns/extensions Also sent if the rejection information does not come back from CCH timely Email contains steps on how the staff can go into the efiling system to find out the details of the schema validation   Not Exported Return Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline Sent when an 8879 has been processed but there is no return to release in the eFile system Email also contains steps on how to correct in the KSM systems to get it released again When staff export the return, the system will auto-release it   No Approved 8879 Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline Sent when a return has been exported but an 8879 has not been processed in the KSM PE system Email also contains steps on how to correct in the KSM systems to get it released again When the missing 8879 is received or a partner overrides the 8879, the system will auto-release it   Not Exported Extension Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline Sent when a jurisdiction has been selected to E-Extend but there is no extension to release in the eFile system Email also contains steps on how to correct in the KSM systems to get it released again When staff export the extension, the system will see it and auto-release it   eFile Locked Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline Sent when the PE workflow recognizes a debit amount on a return/extension Return will NOT auto-release until lock is manually cleared in PE Practice Engine - How to Unlock a Return in PE Practice Engine - How to Unlock an Extension in PE   Valid ProSystem ID Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline Sent when staff have created a new client and have not entered a client ID in the correct KSM format with a 5 digit number and 000 sub-id Solution is in the body on how to correct

For CCH Axcess Tax, please follow the steps below:   Check the corresponding checkbox for the return in the Return Manager grid. You may select more than one at a time, you may also select all returns on screen using the checkbox in the top-left corner on the header bar. Select Utilities on the toolbar. Select Backup from the dropdown menu. Click Browse to select a location for the backup file. Click Next. If the backup location you selected has existing backup files, click Append to include this backup in the existing backup file. Click Backup. When the backup is complete, click Finish. The Backup Tax Return Report window displays. You can print or export the backup details if needed. Please forward all RTNBAK and RCTRL files for processing Please identify client numbers For ProSystem fx Tax, please follow the steps below: Open Office Manager. Click Backup Client Data. On the Create Client List window, select Specific Client. click OK: On the Select Clients for Backup window, select clients for backup. Click Select Drive to select the drive or directory to back up your client files. Click OK. If a backup already exists on the selected drive or directory, you will be able to do one of the following: Append. If one of the client files in the selected list was included in an earlier backup, that file will be overwritten. Overwrite. All files will be overwritten. Browse to the specified backup location and there will be a ZIP file for each client that was backed up and one CLNTBKUP.001 that is an index file for the backup. Please forward all ZIP and CLNTBKUP.001 files for processing Please identify client numbers

ISSUE: CCH Axcess Tax is not installed CCH Axcess Tax is installed, but it is the wrong account number SOLUTION: Close all Microsoft Office applications - Make sure to close Outlook, Word, and Excel. - We recommend that you reboot your machine to ensure no applications are running and to avoid any conflicts. Open Install and Update Manager - Use the Windows search box to find "Install and Update Manager," then click to open. Select Preferences > Change Account Number > Enter 757887 as the New account number > Save > Close Select all boxes > Install Select Next > Next follow any other affirmative prompts Click Finish to complete the installation. Enter the account number 757887 when prompted

ISSUE: Staff attempting to update a client number in the Client Profile and get the following message after selecting the save button: Problems exist on one or more tabs. You must resolve all problems to save the information" When staff select the red X on the client ID they get the following message: "You cannot change the primary client ID. To change this client ID, first save another client as the primary client" WHAT THIS MEANS: Axcess does not allow for orphaned records. There is always a primary record. In the case above, staf fis trying to modify the primary record to a different ID which would leave an orphan SOLUTION: Enter the original client ID, without the sub-ID that needs to be changed In the Primary Client field, locate any that note an "F". THis means that record is not a primary. Go into the client profile record and check the box to make that record the Primary Client > Select Save and Close Go back to the record you want to update and change the number to the desired number > select save and close