Using the Advisor Events Pane

The Advisor Events pane lists announced, proposed, and final changes to tax rulings that could impact your clients' returns. The information provided here can help you identify opportunities to offer additional services to your clients.

Tip: The Advisor Events list is updated at least weekly. Click at the top of the window on a regular basis to check for new updates. The change log can help you identify events that have been added or modified since the last time you refreshed the Advisor Events pane.

To open the Advisor Events pane, do one of the following:

Click Application Links on the navigation panel, and then click Advisor Events under Business Intelligence. This step adds the pane to your Dashboard if you have not previously done so.
Click Home on the navigation panel, and then select the tab that contains the Advisor Events pane.

Note: You must be licensed for CCH Axcess Advisor to view the Advisor Events pane. CCH Axcess Tax also must be licensed and installed. If you cannot locate Advisor Events, verify with your CCH Axcess administrator that you have the required licenses.

Tell me about the columns in the Advisor Events list.

Column	Description
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. To view an expanded description, hover the pointer over a title. To open the full publication, including an overview of the ruling and how it applies to your clients, click the title link.
Status	Indicates where a news event is in the legislative process. The status can be Announced, Proposed, or Final.
View Clients	Indicates the number of clients potentially affected by each event. You can click a clients link to open the list of affected clients. If "coming soon" displays next to a disabled Clients link, then criteria for the event is pending, and a client list is not yet available. If the number zero displays next to the Clients link, then the criteria has been applied, but no affected clients were found. Notes: Only clients you have been granted access to, either individually or through client access groups, are included. The number does not include clients for which you are assigned a role that does not have the Tax returns > View functional right.
View Letter	Provides a link to download editable correspondence for each news event. See Using the Client Letters for more information.

Note: The Advisor Events pane in Client Dashboard provides similar information, except that it targets events that apply to a specific client that you have selected.

Potential Next Steps

Depending on the workflow established at your firm, your next steps might be any of the following:

Narrow the focus of the events list by setting filter and sort options.
Click the event title to review the detailed event analysis.
Click the Clients link to view a list of clients potentially affected by the tax ruling.
Click the Letter link for the event to open a sample letter that you can use to prepare client communications around this event.
Track the events that are most important to you and your clients by selecting the star icon next to the event title.
View your list of clients using My Clients and the events that impact them.