Why does CCH Axcess Client Collaboration not allow me to create an Organizer

  • Article Type:
  • Documentation
  • Last Modified:
  • 03/01/2021

Objectives

  • Why does CCH Axcess™ Client Collaboration not allow me to create an Organizer?
  • I cannot find the client's return when sending organizer in CCH Axcess Client Collaboration
  • No prior-year return available.
  •  No prior return available in  CCH Axcess Client Collaboration
  • 2019 Tax Return not found when creating a Organizer in CCH Axcess Client Collaboration
  • I cannot find a specific return in the drop down when creating an request in  CCH Axcess Client Collaboration

Environment

  • CCH Axcess Client Collaboration
  • CCH Axcess

Details

Several reasons can keep a client from being allowed to create an Organizer in CCH Axcess Client Collaboration:
  1. You must have a prior year return.
  2. The prior year Tax Return cannot be marked Yes on the option Suppress Pro Forma Processing.
  3. The prior year Tax Return cannot be password protected.
  4. Verify the Tax return title matches the Client ID in Client Manager example (2019I:{clientid}:V1)  
  5. If the client has a , (comma) or & (And symbol) in the Client ID this will cause returns not to show up.   (This will be resolved in future release)

Additional Information

N/A

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