CCH Personal Tax
Information Request
This document provides guidelines for using Information Request templates designed for automating the collection of tax return information from clients via CCH software. It details various default templates available for individuals and trusts, including instructions for locating, editing, and running mail merges for these templates. Additionally, it includes tips for correct data entry, handling joint income sources, and adjusting reporting parameters for tax years. Backup practices are recommended before editing templates to preserve original versions. The document emphasizes customizable options to tailor communication to client needs.