How do I load the Affected Clients List for CCH Axcess™ iQ?

  • Article Type:
  • How To
  • Last Modified:
  • 10/18/2019

Objectives

To be able to load the Affected Clients List for CCH Axcess iQ.

Environment

  • CCH Axcess
  • CCH Axcess IQ

 

Procedure

To load the Affected Clients list for an Event, do the following:
  1. Click on event title. 
    • The number of affected clients will show at the top of the window displayed. 
  2. Under Take Action, click View affected clients.
    • The displayed window will show the event criteria and you should see a message: Loading affected clients.
  3. Select a tax year and position to Filter by client responsible staff.
    • The list will appear in the window. 
  4. Export the list to an Excel spreadsheet (if applicable).
Note: Press Ctrl+F5 to refresh the screen.
 

Additional Information

N/A

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