CCH IFirm Personal Tax
Removing linked Data
The document provides a brief guide on how to remove linked data in the Self Employment form by clicking the 'Unlink' button twice to confirm the action. An accompanying image illustrates the process.
Topic results Linking Data
CCH Trust Accounts
Linking to clients in CCH Central
This document provides instructions on how to link and unlink clients from CCH Central in the CCH Trust Accounts system. To link a client, the user must select the client, click "Edit," then "Link," and choose the appropriate client from Central. Once linked, certain fields become non-editable in Trust Accounts. To unlink a client, the user clicks the "Unlink" button, which restores editability but deletes any accounting periods in Central. Key fields updated from Central include client name, address, and contact details.
CCH Trust Accounts
Linking addresses to clients and contacts
The document provides a detailed guide on managing addresses in CCH Trust Accounts using CCH Central. It outlines steps for adding, editing, or linking addresses for both trusts and their contacts (such as solicitors or bankers). Users can toggle between grid and card views to input address information, set primary addresses, and manage address types. It also explains how to link existing addresses as new types, ensuring proper maintenance of client and contact records for effective trust management.
CCH Trust Accounts
Linking associations to clients
This document provides instructions on managing associations within the CCH Central client screen, specifically through the Associated tab. It details the process for linking Settlor, Beneficiary, and Trustee associations, as well as other contacts, using the Associate feature. Users can select inverted relationships and search for contacts to finalize associations. Additionally, it emphasizes the importance of using start and end dates for associations and addresses, advising against deletion and recommending the entry of an end date for obsolete records.
CCH Trust Accounts
Linking CCH Trust Accounts to CCH Central
This document outlines the process for linking CCH Trust Accounts with CCH Central, detailing how client information is managed between the two systems. Key points include: clients can be created in Trust Accounts based on existing CCH Central clients, and some fields remain uneditable in Trust Accounts. Resyncing is required for updates from Central, and there are specific procedures for deleting linked clients. Technical settings for establishing the link, including preferences for executable locations and database parameters, are also specified. Ultimately, proper linking is crucial for efficient data management across both platforms.
CCH iFirm Contact Management System
Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product
CCH iFirm Contact Managment - Linking to CCH iFirm: Option 1- Client/contact information synchronised through a CCH iFirm product
CCH iFirm Contact Management System
Accessing Contact Management using the URL ukie.cchifirm.com
Accessing Contact Management using the URL ukie.cchifirm.com
CCH iFirm Contact Management System
Linking to CCH iFirm: Option 2- Bulk Upload to CCH iFirm
CCH iFirm Contact Managment allows synronisation of clients/contacts from CCH Central to CCH iFirm. Linking to CCH iFirm: Option 2- Bulk Upload to CCH iFirm
CCH Central
Deleting an address link from a contact or client record
This document outlines two methods for deleting an address in a contact or client management system. The first method allows users to unlink an address from a contact or client, retaining the address in the database for future reference. The second method involves permanently deleting the address from the database, removing all associated links. Detailed steps for both processes are provided, including navigating the Contact or Client page and confirming deletion actions.
CCH Central
Linking an existing address to a contact or client
This document outlines the steps to link an existing address to a contact or client in a system. It includes instructions on accessing the Contact or Client page, using the Address tab to search for and select the relevant address, choosing an address type, and confirming the linking process. Finally, it details saving the changes made. The process emphasizes user interaction with the interface, including navigation through tabs and confirming selections.
CCH IFirm Accounts Production
Unlinking Self-employment from CCH iFirm Accounts Production
The Self-employment data source can be unlinked from CCH iFirm Accounts Production either before or after importing the data.
CCH Personal Tax
Updates from CCH Accounts Production
This document outlines the procedures for managing automatic updates in a tax system involving CCH Accounts Production and Business Tax. Key instructions include enabling/disabling automatic updates for new and existing clients, handling exceptions when updates cannot proceed, and ensuring accounting periods match for successful updates. It also specifies how to manage draft accounts and outlines error messages that guide users in cases of conflicts or issues. Overall, it serves as a comprehensive guide for configuring tax data updates while maintaining data accuracy.
CCH Practice Management
Links to third party applications
The document outlines the process for setting up links to third-party applications within CCH Practice Management. It includes steps for configuring a key to allow third-party applications, entering application details such as name, command line, and icon, and creating a task bar menu for easy access. Additionally, it provides instructions on how to remove an application link from the task bar. Overall, it serves as a guide for enhancing user functionality by integrating external applications into the CCH system.
CCH IFirm Personal Tax
Link to CCH iFirm Accounts Production
This document provides a step-by-step guide on how to link business data from CCH iFirm Accounts Production to the self-employment data entry screen in CCH iFirm Personal Tax. It outlines selecting a business, importing data, and viewing key information such as the accounting period and tax data status. Notably, once imported, the fields become non-editable, requiring any changes to be made directly at the source before re-importing. Visual aids accompany each step for clarity.
CCH Practice Management
How to unlink a supplier address
This document provides step-by-step instructions on how to unlink a supplier address in a management system. It details the process from accessing the Supplier button to confirming the unlinking action. Key steps include searching for the supplier, selecting the address type, and using the unlink button to remove the link. It also notes that unlinking does not delete the address from the database, allowing for future linking. Additionally, related topics and links to further resources on supplier and address management are included.
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.
CCH Practice Management
How to add a link to an existing directory
This document provides a step-by-step guide on how to add a directory link to a supplier record within a software application. It outlines the process starting from accessing the supplier search page, entering search criteria, selecting a record, and finally linking an existing directory by navigating through the local drive. Each step is clearly defined to facilitate ease of use.
CCH Practice Management
How to add a link to an existing document
This document provides step-by-step instructions for adding a link to an existing document within a supplier record. It details how to access the "Find Suppliers" page, search for a specific supplier, and navigate to their document section. The user is guided through the process of linking a document by selecting the appropriate option and navigating to the desired file. Following these steps ensures that a link is successfully created and displayed in the supplier's documents tab.
CCH Practice Management
Automatic link to Twinfield
This document outlines the automatic integration between CCH Practice Management and Twinfield, enabling the seamless import and export of transactions every 60 minutes. Key transaction types involved include bills, adjustments, and employee expenses exported to Twinfield, while receipts are imported. It emphasizes the importance of consulting CCH's Professional Services Team for optimal setup and details task permissions to restrict access to certain features within the system.