Using the Dashboard iQ Events Pane

The iQ 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.

Note: You must be licensed for CCH Axcess iQ and have CCH Axcess Tax licensed and installed to use the iQ Events pane.

Open the iQ Events Pane

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

• Click Application Links on the navigation panel, and then click iQ 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 iQ Events pane.

The pane displays a list of recent events, newest to oldest. Tell me about the columns in the iQ Events list.

• 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.
• 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.
  • If no number 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.

  See Link to affected clients below for more information.

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 a sample letter that you can use to communicate with clients about this event.

Note: The iQ Events pane in Client Dashboard provides similar information as this pane, but targeted to a specific client that you have selected.

Tasks You Can Perform

• Change the settings for the event list.

The event list settings include options for filtering and sorting the events list. Your selections here do not affect other CCH Axcess users and are retained when you close and reopen the pane.

1. Click.
2. Select options for each setting as needed.
   • Events to Display. Click the box for the events you want to display. You can choose to display only the news events that affect your clients or all news items.
   • Sort by. Click the box to indicate how you want the list sorted. You can sort by publication date (newest to oldest) or by the number of affected clients, listed in descending order.
   • Event list filters. Use these 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
     Jurisdiction	The taxation authority that creates or enforces the tax ruling described in the event

   • Client list filters. Use these 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 specifistaff 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 iQ staff The staff or staff members who are responsible for reviewing CCH Axcess iQ 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.

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

Note: Your sorting and filter settings are retained when you close and reopen the iQ Events pane.

• Update the events list and view the change log.

New events are added on an ongoing basis. Keep up with the most recent updates by refreshing the events list frequently. Use the change log to see at a glance which events were added or updated recently.

• To refresh the iQ Events list, click in the pane's title bar. This step refreshes both the events list and the affected clients count. Your sort and filter selections are retained after a refresh.
• To view the change log, click in the upper right corner of the pane. A red badge next to this icon indicates that there are items in the change log that you haven't viewed.
• Within the change log, updates are grouped according to when the changes occured: Today, Last 7 Days, and Prior. Click these headers to expand or collapse each section as needed. Titles that were added or updated since you last viewed the change log display in bold-faced type.

  Tip: If needed, you can select and copy the list from the change log and paste it into another document.

• View more information about a specific event.
  • Hover the pointer over a title to display an expanded description.
  • Click a title to open the full publication, including an overview of the ruling and how it applies to clients. See Reviewing CCH Axcess iQ News Details for more information.
• View the list of affected clients and prepare client communications about an event.
• Click  to open the list of affected clients. From there, you can click links to affected client tax returns. See Reviewing CCH Axcess iQ Client Details for more information.
• Click to open a sample letter that you can use as the basis of your client communications about this event. You can save and edit the letter as needed. The contents can be copied to an email message or used to guide your conversations with your clients. You can also edit the letters to request data that might be required or beneficial for client returns.

• Tag a favorite event. Keep track of the events that are most important to you and your clients by tagging your favorite events.

  • To tag an event as favorite, click the icon next to the event title.

  • To un-tag an event as favorite, click the icon next to the event title.

  • Note: Events tagged as a favorite in the event list will also be tagged as a favorite in the Client Dashboard, and vice versa.

• Submit feedback about CCH Axcess iQ.

Click to submit your ideas for CCH Axcess products. We encourage comments that reflect your experience using CCH Axcess iQ or your ideas for improvement. Product Management reviews and responds to all feedback.

Note: Report technical or account-related issues to support.cch.com/axcess.