How do I Eliminate e-File Steps in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
- Eliminate e-File Steps
- Undo Elminate e-File Steps
Environment
- CCH Axcess Workflow
- Shipping Section
Procedure
To Skip the eFile process in CCH Axcess Workflow you can select the Eliminate eFile Steps in the Shipping Section in the Control Sheet.
To Eliminate eFile Steps
You can undo the ‘Eliminate eFile Steps’ by clicking on the ‘Clear History’ button on the Shipping Section in the Control Sheet.
To Undo Eliminate eFile Steps:
Note:
To Eliminate eFile Steps
- Click Eliminate eFile Steps.
- When you click Eliminate eFile Steps, the Deliverable Status changes to Complete.
- You can then click Move to Completed to move a Task to Completed Status.
You can undo the ‘Eliminate eFile Steps’ by clicking on the ‘Clear History’ button on the Shipping Section in the Control Sheet.
To Undo Eliminate eFile Steps:
- Go to the Shipping Section of the task
- Select the required Deliverable
- Click on ‘Clear History’ button
Note:
- Clearing Shipping information will remove all the details which have already been updated in the Shipping section. Please copy the information prior to clearing the history.
- There is currently no specific User Setting to disable the “Eliminate eFile Steps’ option alone if a user has the ‘Manage Shipping’ user rights, they can access the Eliminate eFile Steps’ on the Shipping Section.
Additional Information
See the following topics for additional information on the Shipping Section.
Solution Id | 000237688/How-do-I-Eliminate-e-File-Steps-in-CCH-Axcess-Workflow |
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