Link to CCH iFirm Accounts Production
Link to CCH iFirm Accounts Production
- In the Self-employment data entry screen select 'Link data from'
- Select 'Click here to select business'
- Select the business
- Click Next
Note: You can see the accounting period, trading name, the tax data status and when the data was last updated in CCH iFirm Accounts Production.
- Click 'Import'
Note: You can view the data from CCH iFirm Accounts Production before you import it into the self-employment form.
6. The accounts data is imported into the correct data input fields within the business income and expenses and balance sheet sections.
Note: After data is imported from a linked source then the data input field becomes non-editable. Changes to the data need to be made at the source and re-imported into CCH iFirm Personal Tax.
