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CCH Statement Designer

CCH Personal Tax
Last update: Reading time 2 minutes
CCH Statement Designer
    CCH Statement Designer enables automation, editing and management of statements.

    Maintenance Windows

    Formats Updater   

    Select Browse.  Navigate to the backups folder.

    Personal_Tax_Tax-Administration-Compliance_Statement-Designer_1.png 

    Select Update.

    Modify an Existing Statement

    Select Maintenance > Tax settings > Statement Designer > Modify Statements:

    Personal_Tax_Tax-Administration-Compliance_Statement-Designer_2.png

    Select the Collection Name (Tax year) to be updated.  Highlight the report.  Select Open Format:

    Personal_Tax_Tax-Administration-Compliance_Statement-Designer_3.png

    Layout, text, formatting, Styles & Data Dictionary items are available for update.

    Formatting Statements is a advanced feature for which training is recommended.

    Reorder Statements

    Select the Collection Name (Tax Year).  Highlight the schedule to be reordered.

     PT_TaxAdministration_StatementDesigner2.png

    Personal_Tax_Tax-Administration-Compliance_Statement-Designer_4.png  

    Select Move up or Move down as appropriate, or Revert to default order.

    Changes are not stored until Save is selected.

    The Task Permissions are used to restrict the users ability to access and edit CCH Statement Designer.  By default they are set to not Allow.

    Accessing the Task Permissions 

    Personal_Tax_Tax-Administration-Compliance_Statement-Designer_5.png

    1. Go to Maintenance > Security > Task Permissions to open the Task Permissions window.
    2. Change the Product to Personal Tax.
    3. Select a Group.
    4. Review and update the Task Permissions.

    Themes are used to set the default fonts and styles for Statement Designer.

    Working with Themes 

    A Personal Tax Theme has been created for Statement Designer to set the font and styles required:

    Personal_Tax_Tax-Administration-Compliance_Statement-Designer_6.png

    To update fonts for the Theme, select Set all Fonts from the Task Bar.

    Personal_Tax_Tax-Administration-Compliance_Statement-Designer_7.png

    Select Page Setup from the Task Bar to set continuation messages and footer information:

    Personal_Tax_Tax-Administration-Compliance_Statement-Designer_8.png

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