Axcess Tax - eFile Notification Emails

eFiling System Generated Emails

The following list outlines the system-generated emails you might receive regarding efiled returns/extensions. In order to be properly notified, the following items must be in place for each client/job:

Staff must be assigned to roles on a job in PE in order to receive any eFile notifications
All CCH Axcess return/extension exports must have an associated job in PE
All 8879s must have a barcode matched to the correct associated job in PE

Rejected Return/Extension

Email sent every 24 hours to all staff on job role in PE. Every 6 hours after initial notification the 14^th-20^th near the deadline
Used for rejected returns/extensions
Email contains verbiage from CCH efiling on the rejection and the steps to potentially correct it
Email also contains steps on how to correct in the KSM systems to get it released again
Email contains steps on how the staff can go into the efiling system to find out the details of the rejection

Stopped Return/Extension

Email sent every 24 hours to all staff on job role in PE
Used for Disqualified returns/extensions and Schema Validation returns/extensions
Also sent if the rejection information does not come back from CCH timely
Email contains steps on how the staff can go into the efiling system to find out the details of the schema validation

Not Exported Return

Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
Sent when an 8879 has been processed but there is no return to release in the eFile system
Email also contains steps on how to correct in the KSM systems to get it released again
When staff export the return, the system will auto-release it

No Approved 8879

Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
Sent when a return has been exported but an 8879 has not been processed in the KSM PE system
Email also contains steps on how to correct in the KSM systems to get it released again
When the missing 8879 is received or a partner overrides the 8879, the system will auto-release it

Not Exported Extension

Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
Sent when a jurisdiction has been selected to E-Extend but there is no extension to release in the eFile system
Email also contains steps on how to correct in the KSM systems to get it released again
When staff export the extension, the system will see it and auto-release it

eFile Locked

Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
Sent when the PE workflow recognizes a debit amount on a return/extension
Return will NOT auto-release until lock is manually cleared in PE
Practice Engine - How to Unlock a Return in PE
Practice Engine - How to Unlock an Extension in PE

Valid ProSystem ID

Email sent every 24 hours to all staff on job role in PE. Every 2 hours after initial notification 5 days prior to deadline
Sent when staff have created a new client and have not entered a client ID in the correct KSM format with a 5 digit number and 000 sub-id
Solution is in the body on how to correct