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CCH Software User Documentation

Tax Return Disclosure Notes

Access the Tax Return Disclosure Notes Window

Open a 2013 or later tax return.  From Tax Return Data, select Tax Return Disclosure Notes:

 

The Tax Return Disclosure Notes screen is displayed:

Tax Return Disclosure Notes.png

All notes where the Include check box on the Disclosure Notes Maintenance window was ticked will appear be default.  If the Can Delete check box is ticked then the Delete button at the bottom of the Disclosure Notes window will be active when that paragraph is selected.  Else the Delete button will be greyed out and inactive.

In addition any notes with an associated business rule where the rule is evaluated as being TRUE will also be displayed.

Type of Notes

There are are 5 types of notes displayed on the Tax Return Disclosure Notes window.  They are:

  1. Local
  2. Employer
  3. System
  4. Data Entry
  5. Client Specific

Local notes are those entered on the maintenance Disclosure Notes window and are included on the Tax Return Disclosure Notes window for one of the following reasons:

  • The Include check box is ticked i.e. it is a mandatory Disclosure Note.
  • The Business Rule for the Disclosure Note returns TRUE.
  • You have selected the note from the Local Notes window.

System notes are those that are hard-coded and the condition for that Disclosure Note to appear has been triggered.

Employer notes are those entered on the Employer notes window and are included on the Tax Return Disclosure Notes window for one of the following reasons:

  • The Include check box is ticked i.e. it is a mandatory Employer note.
  • The Business Rule for the Employer note returns TRUE.
  • You have selected the note from the Local Notes window.

The Data Entry are made up of the Tax Return note and the Explanation of estimated values both of which are entered on the data entry windows.

Client notes are those entered on this window.

Selecting Notes from the 'Local Notes' WindowEdit section

Select Select Notes from the Task Bar.  Local and Employer notes available for selection are displayed.  For Employer notes, the Employer Name is displayed in the Type column.​

Highlight the appropriate note and select Insert. 

Editing Notes

System & Employer Notes

Highlight the note to be edited.  Select Edit note from the Task Bar.  The Edit note window is displayed:

Add/edit the text.  Select OK.

To restore the original text select Reset.

Client Notes

Highlight the note to be edited.  Select Edit note from the Task Bar.  The Edit note window is displayed:

Add/edit the text.  Select OK.

Deleting Notes

Highlight the note to be deleted.  Select Delete.  A Delete window is displayed:

Where a notes is highlighted that is mandatory and not permitted to be deleted, the Delete button is disabled.

Show Deleted

Select Show Deleted from the Task Bar to display mandatory and business rules notes which have been deleted (where permitted).

     

Displaying Disclosure Notes

Disclosure notes are displayed in the appropriate Additional Information box on the tax return for the form selected:

Right click on the note to drill down to the Tax Return Disclosure Notes data entry screen, or double click to drill down to the data entry screen associated with that note.

 

 

This section shows you how to access the Tax Return Disclosure Notes window, how to customise (edit or delete) System, Local and Employer notes and to add, edit or delete client specific notes.

 

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