Axcess Tax - Edit Client Profile

ISSUE:

Staff notes that the Client ID does not match the KSM standard 12345.000
- Client ID has 6 or more main numbers
- Client ID has alpha characters
The Client ID is setup wrong
The Client has the wrong Office, Business Unit, Return group applied

RESOLUTION:

From the upper left in the Return Manager, Select the Dashboard icon
Select the Application Links option
Under the Clients section select Client Manager
Enter the client number or name in the search field and press enter
Double-click over the client field, if multiples appear
When the Client Profile dialog box appears, Update the Client ID field AND the Client sub-ID field (with 000)
Confirm that the Office, Business unit, Return group are updated as well
Select Save & Close

***NOTE: If you have already exported returns, you will need to send a request to the ehlp desk to have the exported return deleted. Once deleted, you will be able to export your return again.