Topic results Tax Settings

CCH Corporation Tax
Tax Settings
This document outlines the functions available in the Corporation Tax settings area within the Maintenance module. Key options include checking live submissions, adjusting layout and formatting of tax forms, and configuring tax system parameters for automatic updates from CCH Accounts Production. Additionally, it covers accessing reports on trade losses utilized after March 31, 2017, including details on loss carryforward and export functionality. Each feature is detailed along with navigation instructions to enhance user engagement and efficiency in managing corporation tax settings.
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CCH Personal Tax
Tax Notes
Note Types: opening, adding, editing and deleting Notes.
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CCH Personal Tax
Tax Return Status
The document provides an overview of options available in the Status panel for managing tax returns, including statuses like "All Complete," "Reviewed," and "Estimated." Users can add notes and modify the tax return status by selecting from a dropdown menu, with changes reflected in the Filing Status control, which visually represents client status. Additional notes clarify that certain options are hidden if detailed data is present. The document also references customization options for the Home Page, emphasizing user adaptability.
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CCH Personal Tax
Joint Sources
The document details the functionality of the Joint Source window in a software application, enabling users to manage and allocate income from joint sources. It outlines how to access the window, options for specifying income distribution, and notes necessary preconditions for use. Users can share income equally or specify their ownership percentage, with an option to allocate rounding differences. It also describes the steps for removing a joint source. Key instructions emphasize the importance of entering required fields before accessing certain features.
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CCH Personal Tax
Common Tax Descriptions
The document outlines the use of the "Common Tax Descriptions" feature to streamline data entry by allowing users to input company names and other descriptions once, which can then be selected from a drop-down menu in relevant forms. It details the steps to open, add, and delete descriptions for various entities including UK and foreign companies, unit trusts, and cash payments. Notably, updates to the drop-down lists require closing and reopening the applicable tabs to refresh.
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CCH Personal Tax
Bank and Select Lender
This document provides a step-by-step guide on how to select, create, edit, and delete banks and lenders within a specific data entry screen for tax purposes. It outlines the process for using a wizard to create new banks or lenders, how to edit existing records, and instructions for deleting them. Key features include updating details like bank/lender name and sort code and accessing the relevant fields within a tax return. The document includes visual aids to facilitate understanding of the procedures.
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