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How To

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CCH Personal Tax
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Tax Return Bundle

    Click on the Tax Return bundle menu item in the Tax Return section of the Task Bar to open The Tax Return Bundle window.(see below).  The warning icon informs you that an IR mark has not been generated for this Tax Return.

    There are two Personal Tax task permissions associated with this window: [Task Bar][Tax Return bundle] in the Menus group will give access to the Tax Return bundle menu item in the Tax Return section of the Task Bar.  If this task permission is not ticked then the menu will not display. 

    Date of Issue

    The Date of Issue field is used for the date of the cover letter. The field defaults to the current date.  It is possible to set a date in the future.  If the date is removed then an error icon is displayed: You will not be able to save this window until the error is cleared.  If you enter a date in the past then an error icon and tooltip are displayed: Again you will not be able to save this window until the error is cleared.

    Template

    The Template drop-down lists all relevant bundles in alphabetical order.  Select the relevant bundle and the window will be updated based on the settings in the Contents tab of the Bundle details window. Where there is only one available bundle on the Bundle Details window then the drop down will appear as follows:

    Where there are no bundles available then most of the controls on the window are disabled:
    The Date of issue is displayed within the <<CPGIssueDate>> mail merge field and the letter paragraphs are displayed within the <<CPGLetterParagraphs>> mail merge field within the template. 

    These mail merge fields should not be put on the same line within the template. 

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