Process for Finalizing Returns Process for Finalizing Returns Delete any outdated or superseded return PDFs from the DMS library. We do not want any Accountant copies of the return in DMS once we are ready to upload the CLIENT copy of the returns. Export the return from CCH Axcess Tax and print to PDF directly out of CCH Axcess Tax. Export Return: Before printing the return for client delivery, you must first export it in CCH Axcess. If you are printing a return for internal review only, you do not need to export first. Save CLIENT copy in the client’s current-year DMS document library. Apply the electronic E-File barcodes in DMS to both the CLIENT copy. There is no need to modify the CLIENT copy. If attachments are required, the preparer will upload each attachment in CCH Axcess. If unable to do so, the preparer will save each attachment as a separate PDF in DMS and include detailed instructions in the PE job’s “Delivery Information” section under “Hold/Notes,” specifying how the production team should deliver each attachment. Complete the AICPA Hosting Services Process Update Practice Engine (PE) Verifying all job information is accurate and complete. Ensure all applicable roles are assigned. Confirm all jurisdictions have been added. Enter delivery information before forwarding the job to the Supervisor or Signature Review. Navigate to External Links: Update Axcess Tax Information to confirm the correct return type and locator are selected. AND update the Delivery section to ensure all relevant details are included in both the Delivery and Hold/Notes tabs. Paper Deliveries: Tax Processing will print the paper deliverables when delivery method is set to paper. If attachments are required, the preparer will upload each attachment in CCH Axcess. If unable to do so, the preparer will save each attachment as a separate PDF in DMS and include detailed instructions in the PE job’s “Delivery Information” section under “Hold/Notes,” specifying how the production team should deliver each attachment. If a client requests a paper CLIENT copy or K-1s, note this in the delivery information section of the PE job under "Hold/Notes" (default delivery remains electronic).