How do I open Correspondence Manager inside a tax return in CCH Axcess™ Tax?
- Open a tax return with correspondence.
- Calculate the return if it has not been previously calculated or if you made changes to the return since the last calculation.
- 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.
- Select a correspondence item on the navigation panel.
- Click Edit to open the Correspondence Manager window, displaying the selected letter in the Word pane.
- Click to see the course from our 2015 CCH User Conference about Tax Return Preparation and Review in CCH Axcess.