ISSUE: A PE job will not allow a job without a valid Axcess ID to be moved to Signature Review.  SOLUTION: If there is a PE return job that does not use Axcess to prep the return follow the steps below. Find the job in PE that you wish to move to Signature Review. In the Job Code field add _NOAXCESS to the end of the code. Click the Save Changes button. At that point you can change the Job Status and move it to Signature Review.

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/2144032/Practice-Engine----How-to-Unlock-a-Return-in-PE 4 STEPS 1. Locate the Job for the client you want to lock. Click the Details tab. Click the dropdown on Axcess Tax Information/Delivery. Click Axcess Tax Information. 2. Click Return EFile Lock 3. Click EFILE UNLOCK 4. The highlighted are will indicate that the job is unlocked, who unlocked it, and the date and time. The job will now be available for efiling. That's it. You're done.

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/2144033/Practice-Engine---How-to-Lock-a-Return-in-PE 6 STEPS 1. Locate the Job for the client you want to lock. Click the Details tab. Click the dropdown on Axcess Tax Information/Delivery. Click Axcess Tax Information. 2. Click Return EFile Lock 3. Click EFILE LOCK 4. When the Lock Details dialog box appears, click the blank space to enter a reason why the return needs to be locked. Click Lock when done. 4b. Click 5. Click OK to the message that appears. NOTE* locking a return will prevent it from being efiled. 6. The highlighted area will indicate who, what, when, and why the Job was locked. That's it. You're done.

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/2144045/Practice-Engine---How-to-Lock-an-Extension-in-PE 6 STEPS 1. Locate the Job for the client you want to lock. Click the Details tab. Click the dropdown on Axcess Tax Information/Delivery. Click Axcess Tax Information. 2. Click Extension EFile Lock 3. Click EFILE LOCK 4. When the Lock Details dialog box appears, click the blank space to enter a reason why the extension needs to be locked. Click Lock when done. 4b. Click 5. Click OK to the message that appears. NOTE* locking an extension will prevent it from being efiled. 6. The highlighted area will indicate who, what, when, and why the Job was locked. That's it. You're done.

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/2144049/Practice-Engine---How-to-Unlock-an-Extension-in-PE 4 STEPS 1. Locate the Job for the client you want to lock. Click the Details tab. Click the dropdown on Axcess Tax Information/Delivery. Click Axcess Tax Information. 2. Click Extension EFile Lock 3. Click EFILE UNLOCK 4. The highlighted are will indicate that the job is unlocked, who unlocked it, and the date and time. The job will now be available for efiling. That's it. You're done.

Issue: Jobs are missing from the active or Inactive Jobs list Solution: PE saves the user's last search and this can cause issues when trying to view active or inactive jobs. The user will need to clear the below-indicated field if jobs are not being displayed correctly.

ISSUE: I have a state-only return that I am preparing in Axcess Tax. When I set up a new job in PE and associate the job to my original return id, the job keeps coming back IRS-approved.  What is the correct process to set up a job in PE for a state-only return? RESOLUTION: CCH Axcess Tax Open the federal return in CCH Axcess Tax Select FIle > Save As (to create a new version of the return) > Enter a version description In the new version, suppress the proforma of the return. Please refer to this KB article Axcess Tax - Proforma and Organizer suppression in return Please make certain that the federal and any undesired states do not transmit with the new export PLEASE NOTE:  if you export a 2nd, or 3rd, etc. return for efiling, you need to make certain that all previous versions have been transmitted first. Failure to do so will result in any "Ready to Release" returns being overwritten. Axcess Tax - Launch the E-Filing Status System Practice Engine: Create a new job in Practice Engine, making certain to use the correct entity template Associate the state-only job with the newly created return version (this may take an hour to sync) If you have already associated the job, we will need to reset the record to make certain it is not associated with the PE job tied to the federal return

ISSUE: 8879s are not on hand  staff/partner cannot obtain from the client. 8879s cannot be located in the fax system, sharefile, email, DMS, etc. note: This is not standard practice as it subjects the firm to several liabilities note: This is the only way to get the return into the efiling queue. Efiling staff are not authorized to release without this confirmation RESOLUTION: Access the specific client job in PE Select the Details tab Select the Axcess Tax Information/Delivery dropdown Select Axcess Tax Information Select the 8879 EFile Release without 8879 tab Select Release Return Confirm the warning This process will approve the return for efiling. The return will go into the auto efiling queue and get released during the next run. Each run is approximately every 30 minutes. This process is only available to partners.

ISSUE: Staff have requested copies of 8879s, or they want to know if 8879s have been received yet RESOLUTION: Open Practice Engine (PE) Locate and open the client and specific job that you are interested in Select Documents All properly barcoded and associated 8879s will show as PDFs Click the PDF icon to open or download & open

ISSUE: Job association is only automatic if there is 1 version of a current year return AND the return is a calendar year If the return has a new version, the correct version return will need to be associated If the return is superseded, the association will need to be edited to select the superseded option If staff receive error trying to advance job to Signature Review RESOLUTION: Open Practice Engine (PE) > Locate the client and the job you are interested in associating Select Details > Axcess Tax Information/Delivery > Axcess Tax Information Locate and select the specific return ID including year, client number and version Select the Return Type Select Save Selection