Completing Tailoring Checklists

Tailoring questions are included in tailoring checklists. You must complete the tailoring questions before specific disclosure checklists are accessible for the client.

Note: To help you stay abreast of disclosure requirements changes, the following features are available in each checklist:

• When there is a new version of a checklist, an Update Available button displays above the checklist. Click this button to update to the newest version. See Updating a Disclosure Checklist to the Latest Version for more information.
• The What's Changed tab lists the specific sections that were added or modified since the last update. See Reviewing Changes to Disclosure Requirements for more information.

To complete tailoring questions, do the following:

1. Open the client checklist.

   Note: If you are accessing AutoCheck from CCH Axcess™ Knowledge Coach, this step is not needed.

   1. If needed, click to open the All Clients page.
   2. Click the client's name in the list.

      Tip: You can use the Search box at the top of the All Clients page to find a specific client.

2. Click the link for a tailoring checklist. You can click the link either in the navigation pane or in the Overview view.
3. On the Tailoring tab, select answers to each question in the Answer column. If needed, you can also add information in the Comments box for each question.

Note: The tailoring questions must be completed and have no open diagnostics before you can access the disclosure checklists.

Tip: If needed, click the What's Changed and Purpose and Instructions tabs to get more information about the checklist.

4. If needed, you can also do any of the following:
   • Add or respond to notes. Click Notes in the toolbar to open the Notes pane. See Working with Checklist Notes for more information.
   • Update the checklist. Click Refresh in the toolbar to ensure that the latest updates from other users are visible in the checklist.
   • Review diagnostics. Diagnostics display in red text on the checklist. See Reviewing Diagnostics for more information.
   • Discard changes. To undo all the changes that you've made to the checklist since the last time you submitted your changes, click Discard Changes on the toolbar.

     Warning: Discarding changes undoes all unsubmitted changes you've made across all checklists for this client, not just the changes you've made in the current checklist. Discarded changes cannot be recovered.

5. Click Submit All AutoCheck Changes when you have completed the checklist.
6. Click Yes.