Setting Your Tax User Options

Tax User Options are accessible from Dashboard or Return Manager. User Options enable features in CCH Axcess Tax and set defaults for other Tax functions for your login user ID.

Do the following to display the list of options:

  1. Do one of the following to open User Options:
    • Select User Options on the Dashboard navigation panel.
    • Click the Application button and select User Options.
  2. Select Tax on the navigation panel to display the list of options.