How do I add a new Year and Year Folder in CCH Axcess™ or CCH® ProSystem fx® Document?
A new future or prior year can be added by the firm at any time, and the firm can add multiple years if desired. CCH Axcess™ and CCH® ProSystem fx® Document will create a new Year (and a corresponding Year Folder) automatically in October, for the coming tax season, if it hasn't already been created by the firm.
CCH Axcess™ Document:
CCH Axcess™ Document:
- Launch CCH Axcess™ Dashboard > Application Links > Document Lists > Years > New
- Enter the Year.
- Press the Tab key and close the window.
- Launch CCH® ProSystem fx® Dashboard > Configuration > Document > Lists > Document Lists > Years > New.
- Enter the Year.
- Press the Tab key and close the window.
Solution Id | 000069299/000069299 |
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