Filtering and Sorting the Advisor Events List

The Advisor Events list is updated on a weekly basis. To help you manage the ever-growing list, Advisor includes a search bar as well as filters and sorting options that allow you to tailor the list to your needs.

Note: Your selections are retained after you close and reopen CCH Axcess Advisor. They are specific to your instance of Advisor; other users are not affected.

To set filter and sorting options, do the following when you are viewing the Advisor Events list:

1. Click Settings (filters applied).

2. Click the box for the events you want to display to indicate whether you want to see only news events that affect your clients, all news items, or the items tagged as favorite.

3. Under Sort by, select how you would like the events list to be sorted.
   • Date. Items are sorted by publication date, with newest items first.
   • Affected clients. Items are sorted by the number of affected clients, in descending order.
4. Select event list filters to reduce the number of events in the list. Click the filter, and then select the check box for each option you want to apply. You can select multiple criteria for each filter. Only events that meet all selected criteria will display.

   Filter name	Description
   Return type	The tax system or entity of the returns affected by the event.
   Status	The progress of the tax ruling through the legislative process. Announed. Relates to guidance from government agencies or court rulings on a particular tax issue. Proposed. Regulations that have not been finalized but can be relied. Final. Relates to final regulations and enacted legislation.
   Jurisdiction	The taxation authority that creates or enforces the tax ruling described in the event. This filter allows for filtering of state tax events.
   Topic	The predominant area of concern for the event Note: State events are not categorized under topics. Enabling the jurisdiction filter alongside the topic filter will produce an empty events list.
   Start and end date	The date range in which the event was added to CCH Axcess Advisor. Select Today to make sure the end date remains current

5. Select client list filters to reduce the client count for listed events. A client must meet all selected criteria to be included in the count.

   Filter	Limits clients in the count to those who are	Steps to apply the filter	Notes
   Client responsible staff	Assigned to a specific client responsible staff	Select a client responsible staff position from the list, and then enter or select a specific staff member in that position.	If a client responsible staff filter is applied here, it is also applied on the Affected Clients page. The default client responsible staff is designated Advisor staff The staff members who are responsible for reviewing CCH Axcess Advisor news events and following up with clients who may be affected by tax regulation changes. for the firm in Lists.
   Office	Assigned to a specific office	Click the filter, and then select the check boxes for the offices to include.	All of your firm's offices display in the list. However, the affected client count only includes clients in offices you have permission to access.
   Signer	Whose returns were signed by the specified staff member	Begin entering either the signer code or preparer name that appears in the tax returns you want to view events for. The system displays names that match your entry. Select the correct code or name when you see it.	The signer code or preparer name must be in a tax return to return a match. For example, if a return has a signer code, but not the preparer name, entering a preparer name for the filter won't return a match for that return.

   Note: Any client list filters applied on the Advisor Events pane will also be applied to the Affected Clients list.

6. Click to save your selections and update the news events.