Does a Tax Return have to be rolled to the next year before you create an Organizer Using CCH Axcess Client Collaboration

  • Article Type:
  • Documentation
  • Last Modified:
  • 02/13/2020

Objectives

  • 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?

Environment

  • CCH Axcess™ Client Collaboration
  • CCH Axcess™

Details

No. You do not have to roll the Tax Return to the next year in order to create the Organizer. 

Additional Information

N/A

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