Creating a Single Request

If spouse information exists for a taxpayer in Client Manager, by default, the request is sent to both the taxpayer and the spouse. You can add a spouse when you create a request. Spouse information you add is added to the client's profile in Client Manager.

You can also exclude the spouse from the invitation. Excluding a spouse does not affect the spouse information in Client Manager. To exclude a spouse from an invitation, clear the Invite Spouse check box when creating the request. If the spouse is incorrectly included in a request, you can revoke the spouse request after the request is sent.

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 a single request, do the following:

  1. If you are not already on a Requests page, click , and then select Requests.
  2. On the Requests dashboard page or any Requests status page, click, and then select Create Single.
  3. Begin typing the client's name or ID. As you type, the system displays possible matches. When you see the client you need, select it.

    Note: If a client has a sub ID assigned to it, the sub-ID displays in the parentheses with the client ID after the client name. However, you cannot search by sub ID.

  4. If needed, select different email addresses for the client and, if applicable, the client's spouse. The email addresses that you can select from are in the client's profile in Client Manager.

    5. Tip: Click the Edit taxpayer information or Edit taxpayer and spouse information link to add or modify the email address and other information for the client. Click the Add spouse link to enter spouse information. The edits you make are applied in Client Manager as well.

  5. If the taxpayer's spouse information displays in the Create Request pane, but the spouse should not be included in the request, clear the Invite Spouse check box.

    Important: If the spouse is not invited, the return will be treated as a single singer return. The spouse will not be able to electronically sign the engagement letter or Form 8879 for the return. Excluding the spouse from the invitation does not affect the client and spouse information in Client Manager.

  6. Review the service type and tax year selections. At this time, these options cannot be changed. In future releases, additional service types and tax years will be available.
  7. In the What Do You Need From Your Client Section, select the check boxes for each item you need your client to respond to, and then select options for each item.
    • ClosedEngagement 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: To view the selected template, clicking Preview beneath the Template box.

      2. If needed, modify the letter for this client.
        1. Click Edit this client's letter. The email opens in a new browser tab.
        2. Edit the email content as needed. See Managing Letter Templates for detailed information.
        3. Select Actions > Save Template.
        4. Close the browser tab to return to your request setup.

        Note: The changes you make apply only to this client's letter. They are not applied to the template.

      3. Enter the date by which the client should return the signed engagement letter.
    • ClosedOrganizer.

      Organizers can be created from a client's prior-year tax return or you can send a blank organizer. You cannot send a blank organizer to a client with a prior-year return.

      1. Select the prior-year return version that the organizer should be based on or select No prior year return.
      2. If needed, select a questionnaire template and a document request list template that you would like the client to complete.
        • For clients with no prior year return, the client receives the standard blank organizer, plus the custom questionnaire and document list templates you select.
        • For clients with a prior year return, the questionnaire and document request list will supplement the information from the prior year return.
      3. Enter the date by which the client should complete the organizer.

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

  8. Click a ClosedSend option or Close.