Topic results Employer Note

CCH Personal Tax
Roll forward Employer Notes
This document provides instructions for rolling forward employer notes to a new tax year in a software system. Users are guided to select the appropriate employer and utilize the option to create a new year. It highlights that the default setting retains all notes unless marked to be ignored during the roll forward process.
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CCH Personal Tax
Add Data Items to Employer Notes
The document outlines how to include Data Items in Disclosure Notes within tax return documentation. Users can insert these Data Items in the word processing sections of the notes by using curly brackets or an "Add data" button. Data Items are categorized into Central Data Items, Personal Tax Data Items, R40 Tax Return, SA100 Tax Return, and SA302 Tax Computation. It highlights the process to ensure multiple instances of data items in tax returns are clearly identified, particularly in cases of multiple employments. Best practices for referencing these items to avoid confusion are also emphasized.
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CCH Personal Tax
Add Business Rule to Employer Note
This document outlines the steps to add a business rule to an existing disclosure note in a software application. Users are guided to click on the Business Rule button, select data items, specify relevant operators, and confirm their entries. It also details the process for adding a date field, allowing the user to choose between a relative date and a calendar date. Important notes caution against adding rules to disclosure notes with specific conditions, such as when the Include box is checked or related mutually exclusive notes are present.
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CCH Personal Tax
Add a New Employer Note
This document outlines the process for adding a new disclosure note within a tax application. Users can initiate this by clicking the "New" icon under the "Notes" section. The "New note" window displays options such as a free-format area for additional information, checkboxes for including the note on a tax return, and permissions for editing or deleting the note. Additionally, users can select the relevant tax return page and establish the order of notes. After populating fields and the disclosure content, changes can be saved or discarded through designated buttons.
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