Using Tax Help Features

Help Topics include instructions about components that are available in the Return Manager and open tax return windows.

Important. Do not refer to Help Topics for assistance with return input, tax research, or Support resources. Tax provides the follow distinct references:

Help Topics. Get instructions for window components and navigation.
Worksheet, Form, Field. Get instructions for tax return input.
Research. Locate relevant online accounting news, documents, and forms.
Support. View trending articles, submit a question, or search our Knowledge Base.

To get help about using Return Manager and tax return window components, do one of the following:

Click Help Topics on the Help ribbon tab.
Clickin the top-right corner of a window.

Note: Some simple windows that do not require explanation do not include a Help button.

Using Help Features

The features of the help file can help you search, print, expand or collapse all content in a topic, contact support, or view the help file on your mobile device.

Component	Description
Other CCH Axcess Help menu	Displays at the top of the page. Click to display hyperlinks to other CCH Axcess Help files.
More Resources menu	Displays at the top of the page. Click to display hyperlinks to pages with useful information about CCH Axcess.
Support menu	Displays at the top of the page. Click to display hyperlinks to other self-help and support resources.
Search	Available from every page in the Help file. Enter your criteria in the Search box and press Enter. Note: Some Help files also include search filters. Click next to the Search box to select a filter and narrow your search results. See the section Search Operators below for more information on narrowing your search results.
Search Tips	Displays in an expandable section at the top of the Search results page. Describes search operators that can be used to narrow your search results.
Home	Displays the Help file Home page.
Print	Opens the Print window so you can send the open topic to an installed printer or save the topic as a PDF file.
Remove search highlight	Removes any highlighting that is applied to search terms in the open topic.
Expand all Collapse all	Expands or collapses all elements, such as togglers and drop-down text, in the open topic.

Using Search Operators

Use the following operators in your search criteria to narrow search results. Search is not case sensitive.

Type of Search	Operators to use	Example Search Criteria
Search for a phrase	“ “ (Quotes). Surround a phrase with " "(double quotes) to limit search results to items that contain the specified words in the exact order that they are entered in the search box. Note: Our help file search does not include common words such as are, a, the, for, and in. Search will not find matches for queries containing these in quotes.	“roll forward” Only topics that include the specific phrase roll forward will be included in the search results.
Search for two or more specific strings	Enter one of the following between two search strings to indicate that search results must include both strings: + (plus symbol) & (ampersand) AND (case insensitive) Note: The default logic is searching for both strings. It is not necessary to enter the above operators if this is the search logic you want to use.	roll & forward Any topic that includes the words roll and forward in any location in the topic will be included in the search results.
Search for either specific string	Use either of the following to require that one or both of the connected strings be in the search results: \| (pipe symbol) OR (case insensitive)	Business Unit \| Region Any topic with the words Business Unit or the word Region will be included in the search results.
Specify text to exclude	^ (Caret). Use ^ to search for all topics that contain one string and do not contain another.	Organizer ^ Blank Any topic that includes the word Organizer but does not include Blank will be included in the search results.
Combine operators	( )(Parentheses). Use ( ) to combine multiple operators.	Secure & (Client or Staff) Any topic that includes Secure and includes either Client or Staff will be included in the search results.