Using the Advisor Events Pane in Client Dashboard

The Advisor Events pane in Client Dashboard summarizes announced, proposed, and final changes to tax rulings that affect a specific client. Using the Client Dashboard pane can help you prepare for meeting with that client and give you a broader view of all the potential tax rulings that might impact this client.

Note: You must be licensed for CCH Axcess Advisor to view the Advisor Events pane. CCH Axcess Tax also must be licensed and installed.

To access the Advisor Events pane in Client Dashboard:

  1. Click Client Dashboard on the Dashboard navigation panel.
  2. ClosedSelect a client.
    1. Begin entering the client ID or sort name. As you type, a list of matching clients displays.
    2. Select the client to open and press Enter. You can also scroll or use the keyboard arrow keys to find a client in the list.
    3. Click OK.

    3. Note: You can also select a client in the Client Manager grid and click Client Dashboard on the Client Manager Home tab.

  3. Add the Advisor Events pane to the Client Dashboard, if it is not already displayed. See Adding, Moving, or Removing Panes in Client Dashboard for more information.

Note: Once you are in Client Dashboard, you can switch between clients using the text box in the top left corner of the window.

Pane Overview

The pane lists the following details:

  • Date. The date each news event was published. By default, the grid is sorted by date in descending order.
  • Title. A short description of each news event.
  • Status. Indicates where a news event is in the legislative process. The status can be Announced, Proposed, or Final.
  • View Return. Links to current or prior year tax returns for the selected client that might be impacted by the event. Only returns that you have access to are listed.
  • View Letter. Links to a downloadable letter for each news event. You can send this letter to clients, copy the contents to an email, or use the letter content to guide conversations with your clients. See Using the Client Letters for more information.

Pane Actions

You can do any of the following:

  • Refresh. Click in the pane title bar to update the list with the most current events. Your filter selections (see Apply settings below) are retained after a refresh.

    • Note: The pane content is based on queries that are run by our Editorial team. Refresh updates the pane only after a new query is run.

  • View description. Hover over a title to display the expanded description.
  • Link to news item. Click a title to open the full publication, including an overview of the ruling and how it applies to clients. See Reviewing CCH Axcess Advisor News Details for more information.
  • Link to affected returns. Click to access the returns affected by the news event. If more than one return for the client is affected, you can select the specific return from the list.
  • Download letter. Click to open the letter associated with a news event that you can use to alert clients of regulation changes. Save and edit the letter as needed.
  • Apply settings. Click to filter the events by status. You can choose to display all news items or events tagged as favorite. You can filter the by Status or Jurisdiction. Click on the Settings window to save your selection and update the news events that display in the pane.

    Note: Your selections are retained when you close and reopen the pane.