Setting Up CCH Axcess™ Tax
The first step in managing returns in Tax is to set the default Tax options and list values to be used by your firm. You can also set your preferred default Tax user options.
Return configuration sets are used to create setup options in Tax, such as signature block, correspondence options, and e-filing options. You can then assign the default return configuration sets to be used by organizational units within your firm.
Firm Setup
Return Configuration Set
Manage return configuration sets
User Options