How do I use the Return Dashboard for CCH Axcess™ Tax?

  • Article Type:
  • Documentation
  • Last Modified:
  • 08/09/2022

Objectives

Our first phase of Return Dashboard provides a high-level overview of key information from within a 2021 1040 Individual return. Other return types are planned in future phases.

Environment

CCH Axcess™ Tax 

Details

The dashboard is comprised of 5 major sections:  User-added image
 

Firm Configuration

Return Dashboard is enabled by default, but a firm can choose to disable it entirely or specific sections.
To access the firm settings: Axcess Dashboard > Application Links > Firm > Settings and Defaults > Tax > Options
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If “Show Return Dashboard when opening returns” is enabled but all sub-areas disabled, only the return details section will display on the return dashboard.
 

User Option

If the firm option is enabled, the Return Dashboard will display automatically when a user opens a 2021 1040 Individual return.
Users can disable “Show Return Dashboard when opening returns” by changing their user options either via the Axcess Dashboard > User Options > Tax > Miscellaneous Options or from Return Manager Application Menu > User Options > Tax > Miscellaneous Options

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If the user selects to disable showing the dashboard when opening the return, they will be able to access it from within the return by selecting Return Dashboard from the View tab of the Tax Preparation ribbon or Dashboard tab within the Form tabs.
 

Display of Return Dashboard

How the Return Dashboard displays when opening a return depends on the user’s options:
  • If the user has “Show the forms List to display worksheets when opening returns” enabled, the Dashboard will display as the left most tab of the form tabs:
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  • If the user does not have “Show the forms List to display worksheets when opening returns” enabled, the dashboard will open as a tab in the worksheet area as the left most tab and the Basic Data tab to the right. This tab does not count against the 4 tab/window limit of tax.