How do I complete a Task in CCH Axcess™ Workflow?
- Article Type:
- How To
- Last Modified:
- 11/05/2022
Objectives
- Complete Deliverables
- Move a Task to Complete
Environment
- CCH Axcess Workflow
- Shipping Section
- Move to Complete
- eFile Section
Procedure
To move the tasks to the Completed status, all the deliverables should be in the Completed status:
Process to Complete the Deliverable and Move Task to Completed:
Process to Complete the Deliverable and Move Task to Completed:
- Go to Shipping Section on the Control Sheet.
- Select all Deliverables which shows "In Process" under the Delivery status.
- Enter the date in 'Date Delivered' field and
- This will change the Deliverable Status to:
- Complete: When the filing method is Paper
- In Process: When the filing method is E-File
- This will change the Deliverable Status to:
- Click the "Save" button
- If the Filing Type is 'Paper', then the Deliverables automatically turns to Completed Status > To complete the task click on the "Move to Completed" button.
- If the Filing Type is 'eFile', then you have to carry out 4 more steps to completed the task:
- Fill in the Date Delivered information on the Shipping section and click on Save.
- This will move the task to the eFile - Awaiting Taxpayer Consent Form Status.
- In the eFile section, enter the Consent Form Received On date and click on Save.
- This will move the task to the eFile To Be Transmitted Status.
- Enter the ‘eFiled On’ date and click on Save.
- This will move the task to the eFile Awaiting Government Acceptance.
- Enter the eFile Accepted On date and click Save.
- The deliverable will be Completed.
- To complete the task click on the "Move to Completed" button.
- Fill in the Date Delivered information on the Shipping section and click on Save.
Additional Information
See the following topics for additional information on the Shipping Section.
- What is the Shipping Section of CCH Axcess™ Workflow?
- What are Secondary Line Headers in CCH Axcess™ Workflow?
- How do I add Shipping Instructions in CCH Axcess™ Workflow?
- Can I Delete a Completed Task in CCH Axcess™ Workflow?
- How do I Clear the Shipping Information in CCH Axcess™ Workflow?
- How do I Eliminate e-File Steps in CCH Axcess™ Workflow?
Solution Id | 000237655/How-do-I-complete-a-Task-in-CCH-Axcess-Workflow |
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