Reviewing CCH Axcess iQ Client Details

The Affected Clients page displays a list of client returns affected by an iQ event. Detailed data from the client returns is also visible. You can refine the list with filters, open affected returns, and export the client list to a Microsoft® Excel® spreadsheet.

Open the Affected Clients Pane

To display the Affected Clients page, do one of the following:

• From the iQ Events pane, click on the Dashboard iQ Events pane.

  Note: The number of affected clients displays next to the link. If no number displays, then criteria for the event is pending, and that client list is not yet available. If the number zero (0) displays next to the link, then the criteria has been applied, but no affected clients were found.

• On an Event page, click View affected clients.

The criteria used to identify the affected clients displays at the top of the window. Click to the right of a line of criteria to display additional information about the criteria clients must meet in order to be listed on the page.

The affected clients are listed below the criteria in client ID order. The number of clients visible to you might be fewer than the number of affected clients shown on the iQ Events pane on Dashboard.

• Only clients that you have been granted access to, either individually or through client access groups, are listed. 
• If you are assigned a role for a client, that role must include the Tax return > View functional right for that client to be listed.

Tasks You Can Perform

• Filter the list.

Select options for any of the filters at the top right of the page, and then click Update Clients to refresh the list. The available filters are as follows:

Filter	Limits clients in the count to those who	Steps to apply the filter	Notes
Tax Year	Have a return in the selected tax year	Click the tax year you want to see returns for. Only the current and previous tax years are available.	A tax year might not be available if an event is not applicable to that tax year.
Client responsible staff	Are 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 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	Are 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	Have returns 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.

Notes:

• If a filter is applied on the iQ Events pane, it is also applied on the Affected Clients page.
• The default client responsible staff is the one that 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.
• Add data columns to the list for advanced filtering.

You can add and remove event-specific columns of data to the client list. This additional data provides more context about each client's situation. After adding and removing columns as needed, you can then export the modified list for further filtering in Microsoft® Excel®.

To add or remove columns:

• Add a column to the list. Click on the right side of the Columns box, and then select the column to add from the list that displays. Click to apply the column changes.
• Remove a column from the list. Click the X next to a column name that is displayed in the Columns box.
• Reset the columns list. Click to return the columns to their default selections.

• Open affected returns.

Click the link in the Return ID column to open a client's tax return. If you save changes to the return and the return no longer meets the CCH Axcess iQ criteria, the client is removed from the Affected Clients list.

• Export the client list to a spreadsheet.

Click Export Excel to export the Affected Clients list to an XLS file. All column headings, rows, and formatting are maintained in the exported file.

Tip: Export the list to create a recipient spreadsheet of all the client email addresses that you can use with your preferred mail merge process.

• Download the client letter for this event.

Click to download 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.

• 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.