How do I create clients, add disclosure checklists, and complete the checklist using CCH Axcess™ AutoCheck?

  • Article Type:
  • How To
  • Last Modified:
  • 08/06/2020

Objectives

To be able to create a client in CCH Axcess AutoCheck.
To be able to add disclosure checklists and complete the checklist in CCH Axcess AutoCheck.

Environment

  • CCH Axcess
  • CCH Axcess AutoCheck

Procedure

This video demonstrates the process for creating a client, adding a disclosure checklist and then completing the list using CCH Axcess AutoCheck.

To add a client, do the following:
  1. Log into CCH Axcess AutoCheck at AutoCheck.CCHAxcess.com.
  2. Click New Client located in the upper right corner of the screen.
  3. On the Add Client dialog, enter the following:
    • In Client Name, enter the name.
    • In File Reference, enter additional information (if applicable)
    • In Period End, enter the date.
    • In Status, use the drop-down to select the appropriate option. 
  4. Click Add Client.
    • Note: The newly created client will display at the top of the All Client list.
  5. Click the client name to open the client.

To add and complete checklists to the client, do the following:
  1. Log into CCH Axcess AutoCheck at AutoCheck.CCHAxcess.com.
  2. On the All Clients screen, click the appropriate client name.
  3. Click Add Disclosure Checklists located on the right side of the screen.
  4. On the Add Disclosure Checklists dialog, select the appropriate Year and Checklist using the drop downs.
    • Note: When adding an Industry Specific checklists, you must also add a U.S. GAAP checklist.
  5. With the necessary checklist selected, click Add.
  6. Click the checklist located in the upper left corner of the screen.
  7. On the checklist, read each of the tailoring questions and select the appropriate answer.
    • Note: All the tailoring questions must be answered to leave the checklist.
  8. Once all tailoring questions are answered, click Submit All AutoCheck Changes located on the right side of the screen. 
    • Note: Click Discard Changes to remove any changes made since the last save.
  9. With the tailoring questions answered, the menu on left side will now be complete. Continue selecting sections on the left and answer all questions.
  10. Click Submit All AutoCheck Changes to save the process.

Additional Information

N/A

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