How To
Disclosure notes
CCH IFirm Personal Tax
Note: Within the data sources you can add disclosure notes and mark sections as complete.
Disclosure notes
Disclosure notes can be added directly into a data source or on the Self Assessment screen.
Data source
To add disclosure notes in the data source:
- Click on Disclosure notes on the top right (this will open the disclosure notes panel).
- Click +Add note and type in the note text.
- Click Save once done.
Self Assessment
To add disclosure notes from the Self assessment screen:
- Click on Disclosure notes on the top right (this will open the disclosure notes panel).
- Select the data source in the first drop down.
- Type in the notes text then click Save.
Related documents
Removing linked Data
The document provides a brief guide on how to remove linked data in the Self Employment form by clicking the 'Unlink' button twice to confirm the action. An accompanying image illustrates the process.
Getting Started with CCH iFirm Personal Tax
This document provides a step-by-step guide for using CCH iFirm Personal Tax via CCH Central. Key prerequisites include having the latest version of CCH Central, necessary user permissions, and .Net 8.0 runtime installed. Users must access the CCH iFirm Console for authentication and synchronization. The process for creating personal tax returns in CCH iFirm is outlined, including selecting the tax year and necessary client details. Additionally, there are instructions for managing user access within Organisation Management, ensuring employees can utilize the software effectively.
Pension Contributions: CCH iFirm Personal Tax
To open the Pension contributions data source, click on Pension contributions from the data sources list.
NIC Adjustments
NIC adjustments are automatically added to the data source list when the Self-employment data source is added to the tax return.
UK dividends - Dividends from UK companies
This document provides instructions for entering dividends from UK companies in a tax management system. Users are guided to access the Dividends section, add company details, including name, description, date, and dividend details. It explains the process for modifying distribution types, adding multiple entries, and saving the information. A summary section is mentioned, which displays the compiled entries at the bottom of the screen.