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20000046183
PE - Moving PE job to Signature Review without an Axcess ID
ISSUE: A PE job will not allow a job without a valid Axcess ID to be moved to Signature Review.
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20000046323
Practice Engine - How to Unlock a Return in PE
Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the
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20000046330
Practice Engine - How to Lock a Return in PE
Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the
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20000046333
Practice Engine - How to Lock an Extension in PE
Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the
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20000046334
Practice Engine - How to Unlock an Extension in PE
Here's an interactive tutorial ** Best experienced in Full Screen (click the icon in the
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20000050816
PE - Missing Jobs on PE Job list
Issue: Jobs are missing from the active or Inactive Jobs list
Solution: PE saves the user's la
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20000053167
Axcess Tax - How to setup a state only job
ISSUE:
I have a state-only return that I am preparing in Axcess Tax. When I set up a new job in PE
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20000054294
Practice Engine - How to request to release return without signed 8879s
ISSUE:
8879s are not on hand
staff/partner cannot obtain from the client.
8879s cannot be l
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20000059913
Practice Engine - How to find 8879s attached to a job
ISSUE:
Staff have requested copies of 8879s, or they want to know if 8879s have been received yet
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20000059920
Practice Engine - How to Associate a Tax Return
ISSUE:
Job association is only automatic if there is 1 version of a current year return AND the