Skip to main content
CCH Software User Documentation

Linking an Assignment Template to a Product

Linking an Assignment Template to a Product activates the user’s ability to link a Tax Return or a Set of Accounts to a job within the 'Add Job/Schedule' window.

To link an Assignment Template to a product click File > Maintenance > Assignment > Assignment Templates and select the Product from the drop-down list:

Central - Maintenance - Assignment - Assignment Templates for Product column.png

Where CCH Personal Tax, CCH Accounts Production and CCH Corporation Tax are installed, the following Products are available within Product drop down list:

Central - Maintenance - Assignment - Assignment template - list of products.png                                                                               

Setting the Product

Setting a Product within the Assignment Templates screen activates the user’s ability to link a Tax Return or a Set of Accounts to a job within the 'Add Job/Schedule' window.

Removing the Product

To remove a product from an Assignment Template, select the empty cell within Product drop-down list.

The following message is returned when removing a Product from an Assignment Template and Tax Returns or Set of Accounts are linked to jobs:

Central Maintenance - Assignment - Assignment templates - Warning on linking products.png                                              

 

 

 

 

  • Was this article helpful?