How do I create a new business unit, users, security group, and client access group for Outsource (Xpitax) in CCH Axcess™ Tax?
Outsource is a service that allows you to send a return's supporting documents to a third party vendor for the vendor to complete the data entry in the return.
This article explains how to create a business unit, users, security group, and client access group for the third party vendor to use to complete the data entry process in the returns that you send to Outsource. Click the following links to scroll to the specific section of this article.
- Create an Outsource Business Unit
- Create Outsource Users
- Create an Outsource Security Group
- Create an Outsource Client Access Group
Create an Outsource Business Unit
- Open Dashboard in CCH Axcess. Log in as a user with admin rights.
- On the left, click Application Links.
- Under Firm, click Settings and defaults.
- On the left, click Organization Units.
- Click the Business Units tab.
- Click New.
- In the Business Unit box, enter Outsource.
- Do not select Default.
- Click Save & Close.
- Click Assignments.
- In the Business units box, select Outsource.
- In the Offices box, select the office that you want the Outsource business unit to apply to.
- Click to add the Outsource business unit to the selected office.
- You can assign the Outsource business unit to multiple offices if needed.
- Click to add the Outsource business unit to the appropriate office.
- Click OK.
- Click OK to return to Dashboard.
Create Outsource Users
See our article on how to add or create new users in CCH Axcess.
Create five users with the following credentials based on if you are using onshore or offshore Outsource. If you are not sure which one you are using, it will be discussed during your on-boarding session.
Onshore | ||||||
Full Name | ||||||
User ID | Business Unit | System email | Staff ID | Report Name | First | Last |
CCH_01 | Outsource | cch_01@datamaticstech.com | CCH_01 | CCH_01 | CCH | 01 |
CCH_02 | Outsource | cch_02@datamaticstech.com | CCH_02 | CCH_02 | CCH | 02 |
CCH_03 | Outsource | cch_03@datamaticstech.com | CCH_03 | CCH_03 | CCH | 03 |
CCH_04 | Outsource | cch_04@datamaticstech.com | CCH_04 | CCH_04 | CCH | 04 |
CCH_05 | Outsource | cch_05@datamaticstech.com | CCH_05 | CCH_05 | CCH | 05 |
Offshore | ||||
Xpitax will provide supervisor names and email address to be created in the firm's instance of CCH Axcess Tax. |
After creating the five users, assign them to Tax.
- Select the five CCH Outsource users.
- Click Licensing/Product Access on the ribbon.
- Under Available Staff, select the five CCH Outsource users.
- Under Available licenses, select CCH Axcess Tax.
- Click to give the staff access to CCH Axcess Tax.
- Click OK.
Create an Outsource Security Group
See our article on how to create a new security group in CCH Axcess.Create the security group with the following information.
- Name the security group Outsource.
- In the Application of Rights box, only the Outsource business unit should be selected.
- In Functional Rights, do the following:
- Expand Client Manager. Confirm that everything is set to Undefined.
- Click the Tax tab.
- Expand Tax Preparation.
- On Tax returns line, under Edit, select Grant.
- Click Save.
- On the left, click Assigned staff.
- In the Staff Assignments section, select Include for the five Outsource users.
- Click Save & Close.
Create an Outsource Client Access Group
See our article on how to create a new client access group in CCH Axcess.Create a client access group with the following information.
- Name the client access group Outsource.
- Click Secured Clients.
- Click Organization Units.
- Only select the Outsource business units.
- Click OK.
- Click Staff With Access.
- Click Organization Units.
- Double-click the check box on the top-most organization unit (so that it has a check in the box).
- Click OK.
Solution Id | 000219852/000075865 |
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