Export and Import Data
Import and export client tax returns, import P11D Data and a Trial Balance.
Last update: CCH Personal Tax
Importing P11D Data
This document outlines the steps to import HMRC's expenses and benefits P11D form using the Employment source in tax return software. Key steps include selecting the client, the relevant tax return, opening the Employments source, accessing the company's details, and using the P11D import link to choose the XML file for upload. The process aims to streamline the entry of P11D data into the system efficiently.
CCH Personal Tax
Importing and Exporting Client Tax Returns
The document provides an overview of the Import Tool for CCH Personal Tax, which allows users to add and extract client data between databases. It lists the data elements that can be exported, such as client names and tax returns, and specifies what cannot be exported, including workflow details and security permissions. Step-by-step instructions are given for exporting and importing client data, along with important notes on error handling and data deletion processes. Users are advised to consult CCH Software Support for assistance.
CCH Personal Tax
Import a Tax Workflow (Legacy)
The document outlines a step-by-step process for importing a tax workflow. It begins with selecting the import option from the maintenance menu, followed by acknowledging a warning message to proceed. Users are guided to navigate to the workflow file's location and fill in required details such as the workflow name and deadlines. Finally, it instructs to click "Ok" to open the workflow for editing and saving. Visual aids are included to assist with the instructions.
CCH Personal Tax
How to Import a Trial Balance
This document outlines the process for importing Trial Balances using a text file within the Business Tax source. Users must first create a business and an accounting period. The steps include selecting the accounting period, initiating the import process, specifying the text file location, optionally allowing draft accounts, and completing the import. For detailed guidance, a link to further information on Business Tax is provided.
CCH Personal Tax
Export a Tax Workflow (Legacy)
This document outlines a step-by-step guide on how to export a standard workflow in a software application. It details the process of accessing the export option, selecting the desired workflow, navigating to the desired save directory, naming the file, and saving it in the appropriate format. Visual aids accompany the instructions to enhance clarity.
CCH Personal Tax
About Exporting
This document provides detailed instructions on how to export client and common data using the Export menu option in a tax software application. It outlines steps for navigating the menu, selecting data types for export, choosing specific clients or data, specifying the export file location, and completing the export process. The guide is structured in a clear, step-by-step format to facilitate user understanding and ease of execution.