CCH Personal Tax - Quick navigation between spouse accounts and previous years' tax returns
Вставка
- Опубліковано 5 вер 2024
- Navigating between your client’s tax return, their previous tax returns as well as other connected clients from within CCH Personal Tax is easy.
There are many options available to you. For example, you can view the connected spouse’s tax return by clicking switch to spouse.
This will take you to equivalent screen within the spouse’s tax return. This allows you to easily navigate between both tax returns without closing records down.
You can detach any open tabs from CCH Central by right clicking on the tab which then gives you the ability to either view it on another screen side-by-side or you can split your screen into two sections.
This enables you to complete and compare both tax returns at the same time, saving you having to change between screens.
CCH Personal Tax also enables you to easily navigate between your client’s current tax return and previous years. Simply click on the previous year button, and it will open up last year’s tax return. Click again and it will show the return before that.
This tool gives you the chance to work independently on a number of different tax returns for the same client.
--------------------------------------------
In the UK, Wolters Kluwer Tax & Accounting software solutions help tax and accounting professionals be more effective, efficient and profitable. We provide the software, services and insight you need to help you and your customers grow and prosper. To book a demo visit www.woltersklu...
Follow us on LinkedIn / wolterskluweruk
Follow us on Twitter / wolterskluweruk
Subscribe on UA-cam / wolterskluweruk
For Wolters Kluwer product support please visit www.woltersklu...