How To
Tax return additional options
CCH IFirm Personal Tax
Remove data
To remove a data source, click on the Delete icon on the top right within the data source screen.
Completed
- The Completed tick box can be seen in each data source on the top right.
- Ticking the Completed box marks the data source section as Finalised on the Self Assessment screen.
Locking and unlocking
Regular and Admin users can lock data sources or tax returns; however, only Admin users can unlock them. Once locked, no changes can be made until the item is unlocked.
Locking and unlocking data sources
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To lock a data source, click Lock data on the top right of the data source screen.
- Locked data sources are indicated with a padlock icon in both the data sources list and on the data source page.
- To unlock the data source click Unlock data.
Locking and unlocking tax returns
- To lock a tax return, click Lock tax return above the data sources list.
Once a tax return is locked, changes cannot be made to any of its areas, including the Finalise Tax Return section. The added data sources will also display a padlock icon.
- To unlock a tax return, click Unlock tax return above the data sources list.
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.