Creating Requests in a Batch

Batch requests are created using your client's profile data in Client Manager. You can use filters for Office, Business Unit, Return Group, and Client Responsible Staff (CRS) to define which clients are included in the batch.

Note: You must be granted the Client Collaboration - Request Dashboard - Client Requests - Add permission by the CCH Axcess administrator to create and send requests.

To create requests in a batch, do the following:

1. If you are not already on a Requests page, click , and then select Requests..
2. Click Create Multiple in the upper right.
3. On the Client & Services page, provide information in each section to indicate which clients should receive the request.
   • What Service Are You Providing. The Service Type and Tax Year selections cannot be changed at this time. In future releases, additional service types and tax years will be available.
   • Select Clients - Client Information. Click into each box and select criteria to narrow the list of clients who will receive the request. You can use multiple filters at one time, but can only select one option per filter.
     • If needed, click Add another client filter to add CRS (client responsible staff) as an additional filter. If you do so, you must also select the client responsible staff position to use and the specific user in that position.
     • Click x next to a selected filter to remove that criteria.

     Note: The options available for each filter are set up in CCH Axcess Administration Manager. You cannot add or edit these options in Client Collaboration. The options available for each filter depend on the access rights granted to you by your administrator.

   • Select Clients - Client's Prior Year Return Information. Select the person who signed the prior-year returns of the clients you are creating requests for. You can leave this blank for clients who do not have prior-year returns.
4. Click Next.
5. On the What to Send page, select the check box for each item you want to include in the request, and then set specific options for each request item.
   • Engagement Letter.
     1. Select the engagement letter template. You can select from a system-provided template or from custom templates set up by your firm.

     Tip: Click Preview below the Email template box to view the selected template.

     2.  If needed, edit the template.
        1. Click Edit this template. The email opens in a new browser tab.
        2. Edit the email content as needed. See Managing Letter Templates for detailed information.
        3. On the Actions menu, select one of the following:
           • Save Template. Your revised version will replace the existing version of the template.
           • Save as New Template. Your revised version becomes a new template. Enter a new template title and click Save.
        4. Close the browser tab to return to your request.
     3. Enter the date by which the client should return the signed letter.
   •  Organizer. If there is a prior-year return for a client, it will be used by default to create the organizer.
     1. If needed, select questionnaire templates and document request list templates that you would like clients to complete. You can select different options for clients with prior year returns and those without prior year returns.

        Note: The templates you selected will supplement, not replace, the standard organizer.

     2. Enter the deadline for the clients to complete the requests.

     Note: Clients can continue to access the client hub when a request is overdue.

6. Click Next.
7. Review the list of recipients and make any needed changes. You can:
   • Exclude clients from the recipient list. By default, all listed recipients will receive the request. You can clear the check boxes for specific clients who should not receive the request. Alternatively, you can change the Select All toggle above the list to No, and then choose specific people who should receive requests.

   Note: To re-add a client to the request, select the check box for that client.

   • Edit the request for a specific client. Click in the Actions column for the client, and then click Edit. See Create a single request for information about the editing options. Click Save when you are done making edits.

     Notes:

     • By default, if spouse information exists for a taxpayer in Client Manager, the request is sent to both the taxpayer and the spouse. To exclude the spouse from an invitation prior to sending, clear the Invite Spouse check box. See Revoking an Invitation for a Taxpayer's Spouse for information about removing the spouse invitation in an already sent request. Excluding a spouse or revoking a spouse's invitation does not remove the spouse from the client's profile in Client Manager.

     • If you edit this client's letter, the changes are applicable for this client. They are not applied to the letters sent to other clients as part of this request.
8. Click Send Now to immediately send the requests, or click Send Later to save the requests without sending them. If you choose the latter option, see Sending Requests at a Later Time when you are ready to send the request.