How do I delete a tax client link in CCH Axcess™ or CCH® ProSystem fx® Document?
It's possible to print a return from one tax client to a different client in CCH Axcess™ or CCH® ProSystem fx® Document. This is known as a Client Link, and if it's incorrect or no longer needed, you can delete it and re-link different clients.
In CCH Axcess™ Document:
In CCH® ProSystem fx® Document:
In CCH Axcess™ Document:
- Launch CCH Axcess™ Dashboard > Application Links > Clients > Client Manager.
- In the bottom-left of the window, click Client Links (not Clients)
- Search client by client ID.
- Highlight the client.
- Near the middle of the toolbar above, click Delete Links.
In CCH® ProSystem fx® Document:
- Launch CCH® ProSystem fx® Dashboard > Configuration > Client Manager > Client
- In the bottom-left of the window, click Client Links (not Clients)
- Search client by client ID.
- Highlight the client.
- Near the middle of the toolbar above, click Delete Links.
Solution Id | 000233674/000070031 |
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