Skip to main content
CCH Software User Documentation

Disclosure notes and additional options

 

Note: Within the data sources you can add disclosure notes and mark sections as complete.

Disclosure notes

Disclosure notes can be added directly into a data source or on the Self Assessment screen.

Data source

To add disclosure notes in the data source:

  • Click on Disclosure notes on the top right (this will open the disclosure notes panel).
  • Click +Add note and type in the note text.

iFirm-Personal-Tax_DataEntry_DisclosureNotes1.png

  • Click Save once done.

Self Assessment

To add disclosure notes from the Self assessment screen:

  • Click on Disclosure notes on the top right (this will open the disclosure notes panel).
  • Select the data source in the first drop down.

iFirm-Personal-Tax_DataEntry_DisclosureNotes2.png

  • Type in the notes text then click Save.

Additional options

Remove data

To remove a data source, click on the Delete icon on the top right within the data source screen.

iFirm-Personal-Tax_DataEntry_DisclosureNotes3.png

Completed

  • The Completed tick box can be seen in each data source on the top right.
  • Ticking the Completed box marks the data source section as Finalised on the Self Assessment screen.

 

  • Was this article helpful?