CCH IFirm Personal Tax
Creating a Tax Bundle
This document outlines the steps for creating a tax bundle using the CCH iFirm system. The process involves finalizing the tax return, selecting print/view options, choosing document types (client or HMRC copy), and selecting attachments for the bundle. Users can preview or download the PDF of their tax bundle and can directly send it to CCH Document Management. Additionally, the system saves selections for the tax year and document type, ensuring efficient organization for future use.