Does a Tax Return have to be rolled to the next year before you create an Organizer Using CCH Axcess Client Collaboration
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- Do you have to roll the Tax Return to the next year before you can create the Organizer using CCH Axcess Client Collaboration?
- Can I create an Organizer without rolling the return forward whn using CCH Axcess Client Collaboration?
- CCH Axcess™ Client Collaboration
- CCH Axcess™
No. You do not have to roll the Tax Return to the next year in order to create the Organizer.