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This article contains information on print settings for CCH Axcess™ organizers for Gather. Follow these guidelines for an optimal experience. For information on how to prepare batch Gather requests, see Uploading Batch Gather Requests.
Important
Borders on the print of the Organizer will prevent SafeSend from being able to create a Document Request List.
Engagement Letters
- Include engagement letters in your CCH Axcess™ organizer so that they transfer into Gather.
Print Options
Batch processing
- To use batch processing, organizer filenames should be named by Name and ID:
<YYYY><US><system letter> <Client Name> <Organizer> <Client ID> <V#>
Example: (2015USI Smith, John Organizer ABC123 V1)
Questionnaire
- Do not customize the questionnaire. Use the default questionnaire in CCH Axcess™.
Social Security Numbers
- We recommend suppressing social security numbers when outputting a CCH Axcess™ organizer.
CCH Axcess™ Reference Documents
The following documents contain additional information about CCH Axcess™ and are hosted in the CCH® Knowledge Base.
Info
The content linked below is created and maintained by Wolters Kluwer®, makers of CCH Axcess™. If you have trouble with these instructions, or with configuring your product to meet SafeSend requirements, please contact Wolters Kluwer® support.
- How do I print Organizers in CCH Axcess™ Tax?
- How do I select Organizer print options in CCH Axcess™ Tax?
- How do I print a blank organizer in CCH Axcess™ Tax?
- How do I add or suppress Organizer forms in CCH Axcess™ Tax?
- How do I manage Organizer letters in CCH Axcess™ Tax Correspondence Manager?
- How do I add custom Organizer letter templates in CCH Axcess™ Tax Correspondence Manager?
- How do I import custom Organizer letter templates in CCH Axcess™ Tax Correspondence Manager?
- Organizer format, fonts, display or columns are not printing or previewing correctly in CCH Axcess™ Tax
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