Preferences and Settings
Learn about CCH iFirm, permissions and getting ready to use CCH iFirm Personal Tax.
Last update: CCH IFirm Personal Tax
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.
CCH IFirm Personal Tax
Task Permission
This document outlines the process for setting task permissions in the iFirm Personal Tax application. It details a step-by-step guide, starting from selecting 'File' to navigating through 'Maintenance' and 'Security' options, ultimately leading to the selection of user groups allowed to access the application. Key actions include choosing 'Personal Tax', selecting the appropriate user groups, ensuring the proper permissions are ticked, and confirming the settings by clicking 'Ok'. Illustrative images accompany some steps for clarity.
CCH IFirm Personal Tax
Removing access to CCH iFirm Personal Tax
This document provides a step-by-step guide on how to remove access to CCH iFirm Personal Tax for users. It outlines the process which includes navigating through the File menu, selecting Maintenance, User defined, and Configuration. Users are instructed to locate the key name "iFirm_LaunchCloudButton" and change its value from 1 to 0 to restrict the ability to create personal tax returns. The final step is to click 'Ok' to apply the changes.
CCH IFirm Personal Tax
Data Sources: CCH iFirm Personal Tax
The document provides step-by-step instructions for adding and accessing data sources on the Self Assessment page. Users can click the "+ Add data" buttons to select desired sources, including subsections, and use a search bar for specific filters. For certain sources, inputting additional information, such as employer names, may be required. After selection, users can view the added sources from the left menu, where they can expand or collapse sections for better navigation. Overall, the guide assists users in efficiently managing their data sources.