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:
  1. Go to Shipping Section on the Control Sheet.
  2. Select all Deliverables which shows "In Process" under the Delivery status.
  3. 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 
  4. Click the "Save" button
  5. 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.
  6. If the Filing Type is 'eFile', then you have to carry out 4 more steps to completed the task:
    1. 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. 
    2. 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.
    3. Enter the ‘eFiled On’ date and click on Save.
      • This will move the task to the eFile Awaiting Government Acceptance.
    4. Enter the eFile Accepted On date and click Save.
      • The deliverable will be Completed.
    5. To complete the task click on the "Move to Completed" button.
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