Linking to a Client

The Client to Client Link feature, accessed from your pre-migration version of Wolters Kluwer products, links a client from a pre-migration product to a client profile in CCH Axcess™. This window only displays if the active CCH ProSystem fx Tax or CCH ProSystem fx Engagement client is not linked to a CCH Axcess client.

You can view any previously linked clients on the Client Links view in Client Manager. From this view, you can also delete a client link, if necessary.

Only one link can be established between clients using the Client to Client Link feature. To link multiple clients, see Batch Linking Clients for more information.

To set up the client link between a pre-migration Tax or Engagement client and a client in CCH Axcess, do the following:

1. Open the Client to Client Link window, by doing one of the following: 
   • In pre-migration Tax, do one of the following:
     • Click Manage > Link to Workstream Project.
     • Click Manage > Open Route Sheet.
     • Select Print to Document on the Print Return window.
   • In Engagement, do one of the following:
     • Select Tools > Workstream Interface > Link to Workstream Project.
     • Select Tools > Workstream Interface > Open Route Sheet.
     • Select File > Send To > Document.
2. Do one of the following to select a client:
   • Select a client from the list of those that have matching attributes. The clients that are listed can match any of the following attributes:
   • Client ID
   • Client sub-ID
   • Name line 1 (name line 1 for a business client type or first name for an Individual client type)
   • Name line 2 (name line 2 for a business client type or last name for an Individual client type)
   • Sort name
   • Federal ID
   • Click New Client to add a profile.
     1. Enter information to create the new client.

     Note: Click Client Profile to enter more detailed information.

     2. Click OK to save the profile. The client is added to the Client to Client Link window and is selected.
   • Search for a client.

   Enter text in the box to search for client ID, sub-ID, or name. As you type, the results update and the first matching item is highlighted.

   You can do the following to select an item:

   • Press Enter to select the highlighted item in the grid.
   • Move from the box to select the highlighted item in the grid. For example, you can press Tab or select another field or button on the window to move focus from the box.
   • Use your mouse to select a record in the grid.
   • Use your keyboard up or down arrow to highlight an item in the grid, and press Enter.

   The client selection displays the sort name followed by the client ID.

3. Click Link.

Notes:

• The clients listed in the Client to Client Link window are those you have assigned rights to view.
• The New Client option is available only if you have assigned rights to add clients.
• CCH ProSystem fx Tax clients must be linked to clients with a tax client type. Tax client types are as follows:
  • 1040 - Individual
  • 1065 - Partnership
  • 1120 - Corporation
  • 1120S - S Corporation
  • 1041 - Fiduciary