
Knowledge Base Solution CCH Axcess Tax Correspondence Form
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People also ask
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How do I delete a state tax return in Axcess?
0:27 1:32 In this case I am selecting Oklahoma click okay a confirmation window will appear click delete toMoreIn this case I am selecting Oklahoma click okay a confirmation window will appear click delete to confirm. Click okay on the confirmation window recalculate the return after the recalculation.
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How do I transfer a return from CCH ProSystem FX tax to CCH Axcess tax?
Steps to transfer a return from CCH® ProSystem fx® Tax to CCH Axcess™ Tax Open Return Manager. Select Utilities on the toolbar. Select Transfer to Axcess from the dropdown menu. On the Transfer to Axcess window, browse to and select the . ... Select the appropriate return group, if needed, then select OK.
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How do you publish a workpaper in engagement?
Publish workpapers to NetClient CS portals or Onvio Client Center... In Engagement Manager, select the. Workpapers. tab and mark the checkbox for the workpaper you want to publish. Right-click the workpaper and select. Client Portal. , then. Publish. . To unpublish a workpaper, right-click and select. Client Portal. , then.
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How do you print an organizer in CCH Axcess?
Select New Job > Print > Organizers from the Job Management group on the Home tab. Use the filters to limit what displays in the grid.
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How to print an engagement letter in CCH Axcess?
Once the user's print options are setup, you can print to Engagement using the following options: Open Return Manager. Open a return that you want to Print to Engagement. Go to Print > Print Entire Return. Under Print to, select PDF for the copy type you select. ... Click Print.
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What is CCH axcess tax?
Take advantage of an intelligent, scalable and fully integrated tax preparation, compliance and workflow solution that's been developed specifically for the cloud and is suitable for firms of all sizes.
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How do I create a new binder in CCH engagement?
Open the Administrator Module. Select File Rooms > Binder Types. ... Click New. ... Enter a name for the new binder type in the Name field. ... Select Date of Report or Report Release Date in the Beginning of assembly period drop-down list to set the date from which Engagement calculates the document completion date.
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What are the requirements for CCH engagement server?
Terminal Services Client Module System RequirementsRecommendedMinimum Number of Peak Users Varies based on hardware; maximum is 20 users per server Processor 64-bit multi-core processor Support Operating Systems Microsoft® Windows Server® 2012 R2 Microsoft® Windows Server® 2016 Microsoft® Windows Server® 2012 (64-bit)3 more rows
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