How to Apply Electronic Barcode in DMS

Instructions for Applying Electronic Barcode in DMS

* If you followed the instructions for auto-printing the return through DMS, the barcode should have been included automatically. However, if you manually printed the return and added it to DMS, the steps below will guide you on how to apply the barcode.

Upload the properly named CCH Axcess Tax file to DMS.

Select the document and then click DMS Tools > Apply Barcode

Select the correct Job Name from the Jobs list for that client. The Job ID should match the Job ID in PE. Then Click Apply.

Graphical user interface, application, tableDescription automatically generated

The system will process the file and add Barcodes to the 8879s in the document. When finished you will get message in the site notification area.
Opening the PDF file will reveal that all 8879s are barcoded and titled.
Note the File can be pushed to HubSync for the client to e-sign.
Barcode the CLIENT PDF copy.