Topic results Tax Links

CCH Fixed Asset Register
Tax Links screen
The Tax Links screen facilitates data integration between CCH Personal Tax and CCH Accounts Production or the Fixed Asset Register for personal, partnership, or trust clients. Key features include automatic updates from Accounts Production, optional import of Fixed Asset Register data, custom settings for each tax year, and the ability to handle draft or final accounts. Users must export data from Accounts Production for it to be read in Personal Tax. Further details can be accessed in the CCH Personal Tax Help resources.
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CCH Fixed Asset Register
Tax Links Tab
The Tax Links tab in CCH Central facilitates data transfer from CCH Accounts Production and the Fixed Asset Register into CCH Corporation Tax. Users can specify whether to import Fixed Asset Register data along with Balance Sheet data for each Period of Account. If the appropriate option is not selected, data will not be imported. Previously imported data can be edited. The document also references differences in using the Tax Links screen with the Fixed Asset Register compared to other data in CCH Accounts Production.
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CCH Personal Tax
Tax System Parameters and Client Tax Links
The document outlines the procedure for setting up and managing tax system parameters and client tax links within software, particularly for linking databases such as CCH SecTAX and Trust Accounts. It details steps for accessing the Tax Settings, specifying database connections, and enabling automatic updates for linked client data. Furthermore, it explains the customization options for transaction types, including the exclusion of foreign income, and permissions required for accessing various tax link functionalities. Lastly, it addresses the automatic detection of updated links upon opening the Tax Return.
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CCH Accounts Production
Tax Link
This document details the process for sending tax data from CCH Accounts Production to either CCH Personal Tax or CCH Corporation Tax. It describes accessing the Tax Link screen via the Transaction folder, including the differing content for personal and corporation tax clients. Users can utilize the Range Contents feature to investigate figures and then proceed to send data by clicking "Update Tax" for direct transfer, or use "Export data" to save the information as a .txt file for third-party tax packages.
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CCH Accounts Production
CCH Accounts Production (v2) : ROI Tax Links User Guide
This document provides a guide on utilizing ROI tax links within CCH Accounts Production for personal and corporate clients. It outlines the updated master packs for different business types, details on data sharing between CCH applications, and the process of exporting tax data. It emphasizes the importance of setting draft flags, saving export files, and accessing the exported data, which includes essential tax-related balances. The guide aims to streamline the tax reporting process for users in Ireland.
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