Topic results Partners

CCH Personal Tax
Creating /Editing Partners
This document provides a guide on managing partnerships within the "Select partner" window. It details steps for creating a new partner, searching for existing partners, and modifying partner details. Instructions are included for editing partnership information and opening existing partnerships, along with tips for navigating the system. Additionally, it describes how to create tax returns for partnerships and allocate income, linking to relevant resources for further assistance.
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CCH Central
Adding a partner for a contact or client
This document provides a step-by-step guide on how to add responsibilities to a contact or client record within a system. Users are instructed to navigate to the Contact or Client page, access the Responsibilities tab, and select the partner responsible by defining a start and end date. It emphasizes that a client can have only one partner assigned at a time, and proper date entries must be made to manage transitions between partners.
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CCH Central
Deleting a Partner
This document outlines the steps for deleting a partner within a system. The process includes accessing the Partner section through the main menu, selecting the desired partner, confirming the deletion, and saving changes. A crucial note highlights that partners currently associated with clients, suppliers, or employees cannot be deleted, triggering an error message if attempted.
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CCH Central
Set up a Partner
This document provides a step-by-step guide on how to set up partners as employees in CCH Central. The process involves navigating to the Partner section in the Maintenance menu, selecting partners from a dropdown list, and saving the changes. The instructions detail the necessary clicks and key actions required to successfully add partners, ensuring clarity for users managing employee roles within the software.
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CCH Practice Management
Viewing a partner's billing history
The document provides guidance on using the Billing History by Partner window in CCH Practice Management to view, sort, and report on invoices for specific partners. Users can access it through the Billing tab and have options for previewing and printing invoices using Microsoft Word. It also explains how to group invoices by various fields, such as date and publisher, and details where to find related billing functionalities within CCH Central. Additionally, users can refresh the invoice list and manage grouping options for better organization.
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CCH Practice Management
Partner
The document provides a step-by-step guide for setting up and deleting a partner in CCH Practice Management. For setting up a partner, users navigate to the Partners window, select or search for an employee, and save their selection. When deleting a partner, users must ensure the partner is not associated with any clients, suppliers, or employees before confirming the deletion. Key actions include using the Maintenance menu and performing actions in the Partners window.
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CCH Personal Tax
How to Link the Partner Allocation Spreadsheets
The document provides step-by-step instructions for managing a Partnership Statement within a tax software system. Users are guided to select a partnership client, access the Partnership Statement tab, export data to Excel, open the exported file, update it, and then import the updated figures back into the system. The process concludes with confirming the changes in the Partnership Statement Allocation dialog.
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CCH Practice Management
How to edit partner responsibility
This document details the steps for managing partner responsibilities within the Supplier Responsibility tab. It outlines how to edit responsibility dates, allocate new partners, and delete existing responsibilities, along with notes emphasizing the importance of accurately entering end dates to prevent reporting inaccuracies. Step-by-step instructions provided guide users in navigating through the Supplier page, searching for suppliers, and making modifications effectively. Additional resources for related topics on supplier management are also included, enhancing the user's understanding of the system's functionalities.
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CCH Practice Management
How to add partner responsibility
This document provides a detailed guide on managing Partner Responsibility within a supplier management system. It outlines steps for finding and selecting suppliers and partners, entering relevant dates for responsibilities, and saving the entered details. The document emphasizes the importance of specifying end dates to ensure accurate reporting and provides tips for efficient navigation. Additionally, related topics for further assistance are linked, offering users access to more comprehensive information on supplier management processes.
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