Why is the iQ Events list displaying events that don't match the event criteria in the Affected Clients list?

  • Article Type:
  • Problem Resolution
  • Last Modified:
  • 08/24/2018

Symptoms

iQ Events list is displaying events that do not match the event criteria in the Affected Clients list.

Environment

CCH Axcess™ iQ

Cause

N/A

Resolution

One of the ways to filter the iQ Events list is by Return Type. With this filter, users can narrow down the events list according to the various tax systems within CCH Axcess Tax (ie. 1040 Individual, 1041 Fiduciary). Occasionally, a tax system associated with particular event criteria displayed in the Affected Client list does not match the tax system by which the event can be filtered. This is because we wanted to go beyond what an event query may include and thereby ensure that users see the complete picture of an event and not miss events potentially tied to a return type.

Additional Information

N/A

  Solution Tools
  Attachments
 Solution Id 000090386/000090386
 Direct Link
To provide feedback on this solution, please login.

Your feedback about this article will help us make it better. Thank you!