Print CCH Axcess Tax Return (PDF) for Delivery
Print CCH Axcess Tax Return (PDF) for Delivery
Print Return: DMS Automated Process
- Browse to DMS site and library you wish to print CCH Axcess Returns or Organizers
- 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 (internal review only)– Prints return to the selected document library with Supervisor Review Settings, barcode is NOT applied.
- Signature Review (ready for Client delivery)– 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.
- 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. [KJ3] [CS4]
Print Return: Manual Process
- Regardless of what level of review the return is being routed to next (Supervisor, Tax, or Signature), click on the following menus within CCH Axcess Tax to start the PDF generation and printing process:
- File (Axcess Icon) > Print > Entire Return
- When printing for Internal Review:
- In the Print Entire Return window:
- Select checkbox for Accountant copy > Select “PDF” Print to
- In the Save PDF Files As window:
- Confirm the “Save in:” path is set to U:\_DMS_Upload
- Type the letters “SUP” for Supervisor Review draft or “TAX” for Tax Review draft in front of the default PDF file name given by CCH Axcess Tax
- Examples:
- SUP 2022US P51779.000ACCT V1 for Supervisor Review draft
- TAX 2022US P51779.000ACCT V1 for Tax Review draft
- SIG 2022US P51779.000ACCT V1 for internal review only to partner draft
- When printing for Client Delivery:
- When delivering business returns via HubSync, the CLIENT copy and the K-1 copy must be combined into a single PDF file when printing. This allows the HubSync K-1 distribution system to be utilized.
- When printing for delivery:
- In the Print Entire Return window:
- Select checkboxes for Client and K-1
- De-Select the box to “Produce separate PDF Files”
- In the Save PDF Files As window:
- Confirm the “Save in:” path is set to U:\_DMS_Upload
- Type the letters “CLIENT” for the Client copy in front of the default PDF file name given by CCH Axcess Tax
- Example:
-
CLIENT 2021US P51779.000 CLNT V1 for Client copy