How do I reset a return password in CCH Axcess Tax?

The Send Password feature in Return Manager automatically resets and assigns a new password for a secured tax return.

  • The new password is emailed to the staff requesting access.
  • The reset return password "functional right permission" must be assigned to use the Send Password feature.

To send a return password in an email message, complete the following:

  1. Select a secured tax return in the Return Manager grid.
  2. Select Send Password in Maintenance > Utilities.
  3. Select a user ID from the list of staff with access to the Tax system.
  4. Select Send.
    • The password is reset automatically and emailed to the selected staff.
    • The system displays a confirmation message when the email transmits successfully.
  5. Select OK to close the confirmation message.

Note: The system displays an alert message if you attempt to send a password for an unsecured tax return.

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