Using the Advisor events pane in the CCH Axcess Tax Return Dashboard

The CCH Axcess Tax Return Dashboard provides a high-level overview of key information from within a 2021 (or newer) 1040 Individual return. One component of the Return Dashboard is a Relevant Advisor events pane that provides a list of CCH Axcess Advisor events that impact the return you have open.

Note: You must be licensed for CCH Axcess Advisor to view the Relevant Advisor events pane.

To view Advisor events in the CCH Axcess Tax return dashboard:

  1. Open any current- or prior-year 1040 individual return in Axcess Tax. The return dashboard will display automatically.

  2. Click any event title to learn more about the event.

If you do not see the Relevant Advisor events pane, and you are licensed for CCH Axcess Advisor, your firm administrator may need to enable the pane for your firm. To enable the Relevant Advisor events pane:

  1. Open Dashboard, click Application Links on the navigation panel, and then click Settings and defaults under Firm.

  2. Click Tax > Options on the navigation panel.

  3. Select Show Return Dashboard when opening returns and Relevant Advisor events in the Tax Preparation section.

  4. Click OK to save your changes.