Client Management
Prepare returns, create submissions and locate other useful information relating to HMRC filing.
Last update: CCH Corporation Tax
Client Management
This document provides guidance on client management within CCH Corporation Tax. It covers essential tasks such as creating new clients, accessing existing client files, and using homepage controls for easier navigation. Additionally, it discusses options for importing, exporting, and managing client records off-site. The sections include detailed instructions on topics like creating and editing homepage controls, as well as exporting and restoring data for travelling clients.
CCH Corporation Tax
Opening an Existing Client
This document provides instructions on accessing CCH Corporation Tax client files through CCH Central and the CCH Corporation Tax homepage control. It details steps to open an existing client, including using search options like Code, Name, or UTR, and navigating through the client list. Further, it outlines how to create a new period of account after locating the desired client. The content is designed for users seeking to efficiently manage and retrieve client tax records.
CCH Corporation Tax
Exporting Clients
This document outlines the process for exporting client data from CCH Corporation Tax to another database in XML format. It specifies that the original files remain accessible after export, and provides step-by-step instructions for selecting clients, choosing an export location, and completing the export. The document highlights usability features, such as search filters and file size limits, and notes similarities to the CCH Personal Tax software. The final output is an XML file saved in the specified location upon successful export completion.
CCH Corporation Tax
Creating a New Client
This document provides a detailed guide on how to create a new client in CCH Corporation Tax. It outlines the necessary client contact types, mandatory fields to be filled in the Main Details tab, and optional tabs for additional information. To create a client, users must select 'File', 'New', 'Client', and complete mandatory information such as Contact type, Code, and Main Name. The guide also highlights the next steps for creating a tax return and managing periods of account.