Reviewing CCH Axcess Advisor News Details

You can display detailed information for a tax news event by clicking the event title on the Advisor Events pane. Among other information, the full publication includes an overview of the ruling, an explanation for how it applies to clients, the effective date, and other supporting detail.

You can scroll through the publication, or click a section heading on the left side of the window to quickly navigate to that section.

The Event Timeline section, located on the right side of the window, shows the past and present state of the news event.

Links to relevant research in CCH^® AnswerConnect are provided as part of the event as well. To view these research materials, you must have a license to AnswerConnect.

• Research links interspersed through the main content provide more information about specific aspects of the event.
• Links in the Event Timeline provide historical references for the event.

Tip: If needed, you can click to download a PDF of the event details. This can be useful if you want to share information about the event with other staff members who do not have access to Advisor.

Potential Next Steps

If you determine an event might be of importance to your clients, consider doing the following:

• Review the list of clients with potentially affected returns. Click View affected clients under Take Action. You can refine the list if needed, or use the provided tax return links to analyze the impact of the ruling for individual clients.
• Use the provided letter to prepare client communications. Click Download client letter under Take Action to open the provided letter in Microsoft® Word.
• Track the events that are most important to you and your clients by selecting the star icon next to the event title.