How To
About Disclosure Notes
CCH Personal Tax
Information about accessing the Disclosure notes and Employer notes windows and accessing Task Permissions.
About Disclosure Notes
- CCH Disclosure Notes enables automation, editing and management of disclosure notes. Local notes are managed at the maintenance level.
- CCH Disclosure Notes is a plugin to CCH Central (initially for CCH Personal Tax) that allows you to produce and specify the Disclosure Notes to be included on the White Space (Additional Information) of a Tax Return. These Disclosure Notes can be data driven, user selected or client specific notes.
Accessing the Disclosure Notes Window
Local notes are created and maintained at database level from File > Maintenance > Tax settings > Personal Tax > Disclosure notes.
Disclosure Notes operate in a similar way Letter Paragraphs, with the following differences:
- Form – the tax return page on which the note is to be displayed
- Order – Replaces Section and Sub Section in Letter Paragraphs. Determines the priority in which notes are order on the tax return page.
- Text Editor – Please note that due to the restrictions on formatting disclosure notes enforced by HMRC & Online filing, only the Add data option is available. A spell checker is provided in the text box.
Accessing the Employer Notes Window
The Expat Employer now includes a new tab Employer notes.
Accessing the Task Permissions
- Go to Maintenance > Security > Task Permissions to open the Task Permissions window.
- Change the Product to Disclosure Notes.
- Select a Group.
- Review and update the Task Permissions.
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