Topic results Preferences And Settings

CCH IFirm Accounts Production
Settings and import
This document outlines the settings and import functionalities for managing entity details within a specific software. Users can edit general settings like business names, trading statuses, and important dates based on business type (sole trader, partnership, or limited company). It also covers additional sections for addresses, accountant details, and audit exemptions, along with presentation settings for financial data. Lastly, instructions for importing trial balances via CSV files are provided, detailing the steps for file selection, mapping, and data validation before importation.
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CCH Central
Useful Shortcuts
The document provides a list of useful keyboard shortcuts applicable across system modules. It details keystrokes such as clicking on column headings for sorting, using [Ctrl] with clicks and keys for various functions like copying, pasting, and navigating data entry lines. Key shortcuts also include [Ctrl + Enter] to finalize entries and [Home] and [End] for moving to the beginning or end of a line. These shortcuts aim to enhance efficiency in data management and navigation within the system.
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CCH Central
Defining Document Mailing Settings (CCH Central)
This document outlines the process for configuring document mailing settings in CCH Central, detailing steps to access mailing settings and specifying key configurations like folder paths, greeting formats, and names used in letters. It also includes instructions for resetting mailing names for clients to align with defined settings, along with a caution regarding overwriting existing mailing names. Users are guided through necessary tasks and advised to save changes effectively.
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CCH Personal Tax
Notes : Overview
This document provides an overview of the note-taking functionalities in CCH Personal Tax, detailing three note types: Tax Return disclosure notes, Working notes, and Explanations of estimated figures. It explains how to add, edit, display, and print working notes, as well as manage task permissions related to these features. Additionally, the document discusses the process for importing and exporting notes and the ability to create general or individual notes. Screenshots illustrate various steps and functionalities, enhancing user understanding of the software's capabilities.
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CCH Personal Tax
All Complete
The document outlines methods for indicating the completion of sections in a tax return. Users can check the "Complete" box next to each amount received to signify completion for individual rows. Alternatively, the "All Complete" checkbox in the Status panel can be marked to indicate all details are finished, which then allows for the review process to begin. Visual aids accompany the instructions for clarity.
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CCH Personal Tax
Reviewed
The document provides instructions for marking a section as 'Reviewed' in a system. To do so, the status must first be set to 'All Complete.' Once completed, users can check the 'Reviewed' box. Additionally, to enable editing after marking as reviewed, users need to unlock the section and confirm the action. Visual aids are included to assist in the process.
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CCH Personal Tax
Estimated
This document provides instructions for entering estimated figures in a tax return. It explains how to check the "Estimate" box, which opens an Edit note window for users to provide explanations for their estimates. The document also notes that the "Estimated" checkbox cannot be directly activated in the Summary panel and must follow the outlined procedure.
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CCH Personal Tax
Layout and Formatting
This document provides guidance on adjusting layout and formatting settings for personal tax documents within a specific software. Key features include options for customizing font, line spacing, and inclusion of IRmark, among other formatting options for SA302, Backing Schedules, and Tax Returns. It also details steps for setting default repayment claim details and adjusting trust settings, including signing capacity. Additionally, it emphasizes the importance of system parameter settings for compliance with trust returns and notes that changes do not apply retroactively to tax returns created from previous data.
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CCH CGT And Dividend Scheduling
Settings
The document outlines various features and settings of an application related to financial reporting. It includes an Alternative Descriptions Editor for managing purchase and sale descriptions, focusing on editing, adding, or deleting entries. The Investment Schedule Report Selection allows customization of columns and font size. Other settings cover options for security identifier restrictions, warnings for stale data, saving final and realized gains reports, and report formatting preferences. Additionally, it describes a Proper Case Exclusion Editor for managing exceptions in company name formatting during data transfer.
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CCH Practice Management
Defining Document Creation Settings (CCH Practice Management)
The Document Creation Settings guide outlines how to configure the location and format of client and contact documents within the system. Users can modify various algorithms related to clients, contacts, assignments, and receipts, as well as specify paths for billing and templates. Additional settings include customizing mailing salutations and names. Changes are saved by clicking "OK." The document also provides links to related topics, such as creating document styles.
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CCH Practice Management
Defining Miscellaneous settings
This document provides instructions for defining miscellaneous settings within a system. It outlines steps such as accessing the miscellaneous window, entering discount rates for practice work, specifying nominal splits by assignment or code, assigning a disbursements employee for tracking purposes, and setting account codes for work in progress (WIP) movements. Finally, it advises saving changes to finalize the settings.
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