Print CCH Axcess Returns or Organizers Browse to the DMS site and library you wish to print CCH Axcess Returns or Organizers to. (you cannot be in the PERM site while printing) Go to DMS Tools >> Print (#1) >> Print CCH Axcess Returns or Organizers (#2). CCH Axcess Print Dialog will appear. Select the Tax Year of CCH Axcess Tax Return to Print. Select the Return ID and Print Option Supervisor Review – Prints return to the selected document library with Supervisor Review Settings, barcode is NOT applied. Tax Review – Prints return to the selected document library with Tax Review Setting, barcode is NOT applied. Signature Review – Prints return to selected document library with Signature Review, barcode is applied. Print Organizer (Individual Returns Only) If Signature review is selected, click the “Find Jobs for Barcode” Button Choose the job to which the 8879 Barcode should be applied on the printed Tax Axcess Return Note: If you need to apply any FBAR or 990-T barcodes they will need to be applied after the print job has been completed. When the "Organizer" option is chosen, the selected year will be printed, and it will display the selected year plus 1, as illustrated in the image below. Upon selecting the "Print Return" button, the print job is queued for processing. Once the printing is finished, you will be notified through a Teams chat. Team Chat from Workflows will let you know when the return print has been completed. The Tax Axcess Return / Organizer will be printed to DMS and have barcode applied if selection that requires barcode has been made.

ISSUE:  When attempting to change the Details field of a file in DMS the user gets a message that the file is locked. SOLUTION:  Select the file that you want to change the Details Select the ellipsis Select "Properties" From there you can enter new details and it will update automatically

ISSUE: Need to remove a year (document library) in a client site in DMS SOLUTION: Navigate to the specific client site Select the Gear Icon in the top right corner Select Site Contents Locate the Year you want to remove by selecting the actions icon Select Delete The deleted document library will remain in the recycle bin for 30 days in case it needs to be retrieved