How To
Officers - LLPs ( Limited Liability Partnerships)
CCH IFirm Accounts Production
Officers of a limited liability partnership
The functionality of this screen is similar to that of a limited company, the major difference being that for an officer to be able to sign either the Members Report (MR) or the Balance sheet (BS), the Designated member box must firstly be ticked, if not ticked the MR and BS boxes under the Report column cannot be ticked.
See Officers - Limited Companies
Related documents
Logging into CCH iFirm Accounts Production
This document outlines the steps required for CCH Central employees to access CCH iFirm Accounts Production. Users must first be invited by their organisation's CCH iFirm admin and ensure they have both CCH Central and CCH iFirm logins. The document provides instructions for selecting a client, logging into CCH iFirm Accounts Production, and emphasizes the importance of keeping the login screen open after successful access. Additionally, it includes links for further assistance with client migration and organizing management.
Migrating your existing clients to CCH iFirm Accounts Production
This document outlines the steps for migrating accounting data to CCH iFirm Accounts Production. It begins by instructing users to select a client from CCH Central and check if their data is already migrated. Key prerequisites include ensuring that the CCH iFirm Console is running and confirming .NET runtime installation. Users are then guided through the migration process by clicking the appropriate button and confirming the migration. Once complete, the client’s accounting status is updated, and visual indicators are provided. Lastly, it includes information on reverting back to the on-premise version of the software.
Tax Data
Transfer reviewed tax data directly into Personal Tax returns, reducing duplicate entry and ensuring consistency between accounts and tax information.
Officers - partnerships (unincorporated)
Guidance on how to maintain details of current and former partners, including appointment and cessation dates, linking to nominal accounts, entering profit shares and the account signatory or signatories.
Officers - limited companies
Guidance on how to maintain details of current and former company officers, including appointment and cessation dates and the account signatory or signatories.