How do I review, clear, and sign off on diagnostics in CCH Axcess™ Tax and CCH® ProSystem fx® Tax.
The video below explains how to view a return's diagnostics, what they mean, if they require action, and helpful hints on how to clear and resolve them.
To review a return's diagnostics, do the following:
Diagnostics are organized in the following categories and are listed in the Diagnostics report in the following order:
Select Sign-off below non-severe diagnostics and diagnostics that are not related to electronic filing input or extension/FBAR disqualification. Your user ID, the current date, and current time display next to the Sign-off field and the diagnostic is removed from the Open view.
Reviewing Diagnostics
Diagnostics display information about invalid or missing return data that can affect whether a return will be accepted by the tax authority when filed. Diagnostics can be informational, or they can prevent the return from being electronically filed. To view the most up-to-date diagnostics for a return, calculate the return on the newest version of the Tax program that is available.To review a return's diagnostics, do the following:
- CCH Axcess Tax. Click on the Quick Access Toolbar or click the Review tab on the ribbon, and then click Diagnostics.
- CCH ProSystem fx Tax. Click on the toolbar, or click Review > Interactive Diagnostics.
Diagnostics are organized in the following categories and are listed in the Diagnostics report in the following order:
Diagnostic Type | Code Starts with | Action Required | Disqualifies for Electronic Filing | Additional Information |
---|---|---|---|---|
Electronic Filing Diagnostics | 6 | Must be cleared to file federal or state forms. | Yes | Main federal and state forms |
5 | Diagnostics must be cleared to file secondary forms or extensions. | Yes |
Secondary or extension forms
Example: Form 114, NY 204-LL | |
4 | Diagnostics must be cleared. | Yes | Main federal and state forms | |
Warning Diagnostics | 1 | Diagnostics should be cleared. | No, but typically causes electronic filing diagnostics. | |
Cautionary Diagnostics | 2 | Review | No | |
Informational Diagnostics | 3 | Review | No | Some informational diagnostics cannot be cleared. |
Clearing Diagnostics
Some diagnostics are interactive. Interactive diagnostics have a symbol next to them showing that they are interactive.
- CCH Axcess Tax. Interactive diagnostics have a next to the diagnostic.
- CCH ProSystem fx Tax. Interactive diagnostics have a > symbol next to the diagnostic.
Helpful Tips and Tricks to Clear Diagnostics
- Calculate the return on the latest version of the Tax program.
- Use the diagnostic text as instructions to clear the diagnostic.
- Search our Knowledge Base for the diagnostic code if you need additional information. We continually add new diagnostics information to the Knowledge Base along with updating existing articles with new information.
- After editing the return to clear the diagnostic, recalculate it.
Signing-Off Diagnostics
Diagnostics have a status of Open or Signed-off. You can sign-off diagnostics that you do not want to show in the Open view. This allows you to focus on diagnostics that may require further input. Select All, Open, or Signed off at the top of the report to change the view, if needed.Select Sign-off below non-severe diagnostics and diagnostics that are not related to electronic filing input or extension/FBAR disqualification. Your user ID, the current date, and current time display next to the Sign-off field and the diagnostic is removed from the Open view.
Notes
- You can also clear the Sign-off field to return a diagnostic to the Open status. This removes the user ID and date associated with the sign-off and shows the diagnostic in the Open view.
- The Signed-off state is assigned to the diagnostic for the open return and will remain signed-off unless it is cleared. The diagnostic will show as signed-off for other staff working in the return.
- You can set the default to print only open diagnostics in User Options > Tax > Print Options and in Return Configuration Sets > Print Options.
- The checkbox to sign-off on diagnostics will not be available if return is locked.
Solution Id | 000216353/How-do-I-review-clear-and-sign-off-on-diagnostics-in-CCH-Axcess-Tax-and-CCH-ProSystem-fx-Tax |
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