Homepage Controls
Use Task Permissions to view computations and returns before and after adding an IRMark.
Last update: CCH Corporation Tax
Homepage controls
This document provides guidance on managing homepage controls in CCH Corporation Tax. It outlines the process for creating and editing homepage controls, including the default controls (Client List, Online Filing, and Online Filing Status). Users can customize controls' appearance, change their placement, and resize them. Additionally, the document describes how to add filters to homepage controls according to user and client profiles, and how to include controls from other licensed products. Overall, it serves as a comprehensive resource for optimizing the homepage setup within the software.
CCH Corporation Tax
Adding other Homepage Controls
The document provides instructions for adding additional homepage controls to the CCH Corporation Tax homepage. Users must ensure there is enough space on the current homepage and may need to edit existing controls first. The process involves navigating to the homepage section, selecting "Customize," and then dragging the desired controls from the Toolbox into the display area. Users can repeat these steps to add multiple controls.
CCH Corporation Tax
Tax Return Status
This document outlines the process of updating the Tax Return status in CCH Central throughout its compliance cycle. It describes how to navigate to the Tax Return tab, view current statuses, and change the status using a dropdown menu. Key statuses like "Created" and "Rolled forward" are set automatically. The document also explains how to track status changes, including automatic updates from HMRC submissions, indicating whether the return was accepted or rejected.
CCH Corporation Tax
Editing a Corporation Tax Homepage Control
This document outlines the process for customizing Homepage controls within the CCH Corporation Tax application. Users can change the location or resize the controls for improved layout and visibility. Customization begins by selecting "Home" and "Customise" from the Ribbon. The Toolbox must remain open during the editing process. Moving controls involves dragging them to a new position, while resizing can be achieved by adjusting the borders. Key instructions and visual aids are provided to support users in making these adjustments effectively.
CCH Corporation Tax
Creating a New Corporation Tax Homepage Control - Online Filing Status
The document provides an overview of the Online Filing Status homepage, which displays clients with outstanding corporation tax returns and those with upcoming filing deadlines. It includes client details such as names, account end dates, due dates, and workflow status. The homepage allows filtering by various categories and includes options for refreshing data and exporting to Excel. Additionally, it highlights tools to manage filing statuses, such as overdue and in-progress filters.
CCH Corporation Tax
Creating a New Corporation Tax Homepage Control
The document provides instructions on adding and customizing homepage controls in CCH Corporation Tax, including the Client List, Filing Status, and Online Filing Status features. It details how to drag controls onto the homepage, filter client data, and display tax return statuses in various chart formats. Additional customization options include filtering by client partner and department, as well as exporting data to MS Excel for personalized reporting. Visual aids illustrate key steps and options for enhancing the user experience on the homepage.
CCH Corporation Tax
Adding Filters to Homepage Controls
This document outlines the process for adding additional filters to the Home Page controls to customize results based on user and client profiles within Central. Filters can be applied during or after Home Page customization, allowing users to view results with or without the filters. Users access filters by right-clicking on the Home Page banner, which offers options to filter by Category (user roles), Company, Department, or Office. This customization enhances the relevance of displayed results based on user responsibilities and affiliations.