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20000062019
CCH Axcess Tax - Assign Client Return to SurePrep_OutSource
ISSUE:
The SurePrep OutSource team does not have access to a KSM Client 1040 in order to provide p
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20000063184
Axcess Tax - Name Control
ISSUE:
How do I find the Name Control that was calculated for a tax return?
RESOLUTION:
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20000067465
Axcess Tax - Client Profile - Deceased Client
ISSUE:
When a deceased date is entered for a spouse, subsequent years' tax returns are updated o
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20000067933
Axcess Tax - How to split a joint return
ISSUE:
I have a married filed joint return that needs to be MFS split
I do not have a new Cli
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20000068105
Axcess Tax - How to Assign the ACS_Team to a Return
ISSUE:
The ACS_Team cannot see a specific client return
SOLUTION:
Please confirm that
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20000068431
Axcess Tax - Edit Client Profile
ISSUE:
Staff notes that the Client ID does not match the KSM standard 12345.000
Client ID has
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20000095269
Axcess Tax - eFile Notification Emails
eFiling System Generated Emails
The following list outlines the system-generated emails you mi
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20000100534
Axcess Tax - Backup tax return
For CCH Axcess Tax, please follow the steps below:
Check the corresponding checkbox for the
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20000105498
Axcess Tax - Install KSM Axcess Tax - 757887
ISSUE:
CCH Axcess Tax is not installed
CCH Axcess Tax is installed, but it is the wrong accoun
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20000110968
Axcess Tax - Error - Problems exist on one or more tabs
ISSUE:
Staff attempting to update a client number in the Client Profile and get the following me