Preferences and Settings
Discover how to change the layout and formatting within your CCH Personal Tax software.
Last update: CCH Personal Tax
Enter Agent Credentials
The document outlines the procedures for adding online filing credentials for tax returns, prioritizing employee, departmental, and database credentials. Instructions for adding login details for individual employees involve searching for the employee and entering agent credentials in the Online Filing Details tab. Additionally, there are steps for entering organizational login details via the Tax System Parameters menu, specifying user ID, password, and email, followed by selecting the filing organization type. The document emphasizes related topics for further reference.
CCH Personal Tax
Notes : Overview
This document provides an overview of the note-taking functionalities in CCH Personal Tax, detailing three note types: Tax Return disclosure notes, Working notes, and Explanations of estimated figures. It explains how to add, edit, display, and print working notes, as well as manage task permissions related to these features. Additionally, the document discusses the process for importing and exporting notes and the ability to create general or individual notes. Screenshots illustrate various steps and functionalities, enhancing user understanding of the software's capabilities.
CCH Personal Tax
All Complete
The document outlines methods for indicating the completion of sections in a tax return. Users can check the "Complete" box next to each amount received to signify completion for individual rows. Alternatively, the "All Complete" checkbox in the Status panel can be marked to indicate all details are finished, which then allows for the review process to begin. Visual aids accompany the instructions for clarity.
CCH Personal Tax
Reviewed
The document provides instructions for marking a section as 'Reviewed' in a system. To do so, the status must first be set to 'All Complete.' Once completed, users can check the 'Reviewed' box. Additionally, to enable editing after marking as reviewed, users need to unlock the section and confirm the action. Visual aids are included to assist in the process.
CCH Personal Tax
Estimated
This document provides instructions for entering estimated figures in a tax return. It explains how to check the "Estimate" box, which opens an Edit note window for users to provide explanations for their estimates. The document also notes that the "Estimated" checkbox cannot be directly activated in the Summary panel and must follow the outlined procedure.
CCH Personal Tax
Layout and Formatting
This document provides guidance on adjusting layout and formatting settings for personal tax documents within a specific software. Key features include options for customizing font, line spacing, and inclusion of IRmark, among other formatting options for SA302, Backing Schedules, and Tax Returns. It also details steps for setting default repayment claim details and adjusting trust settings, including signing capacity. Additionally, it emphasizes the importance of system parameter settings for compliance with trust returns and notes that changes do not apply retroactively to tax returns created from previous data.