CCH Personal Tax
Using the Find Data Control
This document provides instructions for selecting and filtering data items related to personal tax disclosures. It details the process of entering search criteria, using filters to refine data results, and selecting specific data items. Key data categories mentioned include Central Data Items and Personal Tax Data Items, with examples such as client information, capital gains, and Enterprise Investment Scheme details. Additional features like quick selection options and search functionalities are also outlined to enhance user efficiency in managing tax-related data.