Preferences and Settings
Navigation and settings within your CCH Corporation Tax software explained.
Last update: CCH Corporation Tax
Getting Started
This document provides a quick start guide for using CCH Corporation Tax software. It outlines essential features such as the Data Navigator, which assists in completing clients' Returns, and the use of Breadcrumbs for navigation. Additionally, it explains the functions available in the Ribbon panel located at the top of the screen. Overall, the document aims to streamline the user experience by highlighting key tools and navigation methods within the software.
CCH Corporation Tax
Entering Data into Grids
This document provides an overview of data entry and interaction with grids in CCH Corporation Tax software. Grids are displayed in a tabular format and contain editable (white) and non-editable (grey) fields. Users can navigate through cells using the tab key, input data via click-triggered windows, utilize pick lists, and access date pickers. Search options are available for selecting data from other parts of the software. Additionally, some grids summarize data from other screens within the application, enhancing data management efficiency.
CCH Corporation Tax
Security - Task Permissions
This document explains the task permissions model used in CCH Corporation Tax within CCH Central, detailing how to manage access to different system areas. Users can set permissions via the maintenance menu by selecting the appropriate product and group. To activate permissions, users must log out and back in. Additional resources for managing client data access, document security, and employee groups are provided for further guidance.
CCH Corporation Tax
Ribbon
This document details the functions of the Ribbon panel in the CCH Corporation Tax software. Key features include options for closing periods, navigating to online filing areas, generating corporation tax computations, and previewing the CT600 Tax Return. Additional functions cover document management, workflow initiation, and integration with CCH Accounts Production. The Profit and Loss Ribbon specifies tasks such as inserting or removing Profit & Loss accounts, loading and saving templates, and managing iXBRL tagging. Overall, it serves as a guide for effective navigation and use of the software's capabilities.
CCH Corporation Tax
Navigation
This document provides guidance on using Breadcrumbs, hyperlinks, and shortcut keys for navigating a software application, specifically tailored for CCH Corporation Tax. Breadcrumbs display a trail of navigation, helping users return to previous screens. Hyperlinks, indicated by blue underlined text, enable quick access to related data entry screens. Additionally, several keyboard shortcuts facilitate swift navigation, including accessing the Data Navigator, Search field, and summary. This structured approach enhances user experience, promoting efficiency in data entry and software navigation.
CCH Corporation Tax
Deleting Data Entry
The document outlines methods for deleting data, focusing on two input styles: grids and dialogue boxes. For grid deletion, users must select the relevant row and press the Delete key, confirming the action in a warning window. Deletions are irreversible once confirmed. Dialogue boxes consist of manual entry and calculated fields; only manual entries require editing rather than deletion. If a grid is present within a dialogue box, the same deletion rules as for grids apply. Additionally, certain data may be protected or require caution before deletion.
CCH Corporation Tax
Data Navigator
The Data Navigator enhances the client return process with features such as a real-time computation summary, a search function for easy navigation, and options to refine data entry views. Users can expand lists using keyboard shortcuts or clicks, mark screens as completed or reviewed, and visualize progress with color indicators. Furthermore, the tool allows for opening data entry screens in new tabs or detaching them for separate viewing, catering to multiple accounting periods as needed.