How do I open Correspondence Manager inside a tax return in CCH Axcess™ Tax?

  1. Open a tax return with correspondence.
  2. Calculate the return if it has not been previously calculated or if you made changes to the return since the last calculation.
  3. Do one of the following:
    • Click Letters on the Review tab.
    • Select Print Preview on the Application menu.
    • Click Print Preview on a Print window.
  4. Select a correspondence item on the navigation panel.
  5. Click Edit to open the Correspondence Manager window, displaying the selected letter in the Word pane.

Additional Training:

  Solution Tools
 Solution Id 000173802/sw39629
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