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Annie-M

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  • Placing Checkboxes and Radio Buttons

    1. Usage Guides
    2. Send Organizers

    Checkboxes and radio buttons can be added to Organizer documents and/or Additional E-Sign Documents during processing. For batch Organizers, this option is only available in the Additional E-Sign D...

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  • Check Boxes or Text Boxes Misplaced

    1. Troubleshooting
    2. User Side

    If you or your taxpayer notice that check boxes or fillable text boxes are missing or misplaced, generally this indicates the print settings were altered, the organizer was edited, or the page in q...

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  • Organizer Font Settings for CCH Axcess™

    1. Getting Started
    2. Print Settings

    It is important to use default font settings when printing organizers. Unique fonts can cause alignment issues, which can shift the placement of fillable boxes and checkmarks.  The menu navigation ...

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