How do I load the Affected Clients List for CCH Axcess™ iQ?
- Article Type:
- How To
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To be able to load the Affected Clients List for CCH Axcess iQ.
- CCH Axcess
- CCH Axcess IQ
To load the Affected Clients list for an Event, do the following:
- Click on event title.
- The number of affected clients will show at the top of the window displayed.
- Under Take Action, click View affected clients.
- The displayed window will show the event criteria and you should see a message: Loading affected clients.
- Select a tax year and position to Filter by client responsible staff.
- The list will appear in the window.
- Export the list to an Excel spreadsheet (if applicable).
Note: Press Ctrl+F5 to refresh the screen.