Getting started with CCH iFirm Personal Tax
The CCH iFirm Personal Tax process
Organisation management
All employees who require access to CCH iFirm Personal Tax must first be invited/activated by their Organisation’s CCH iFirm admin user in Organisation management. They must be invited using the same email address recorded against the employee record in CCH Central. Employees must also have been given access to the CCH iFirm Personal Tax product in Organisation management.
Please see our CCH iFirm Organisation management documentation for further information.
NOTE: The email address in the employee record must match with the email address used in CCH iFirm.
Launching CCH iFirm Personal Tax
iFirm Personal Tax can be launched from CCH iFirm and from CCH Central.
CCH Central
- In CCH Central, you can launch CCH iFirm Personal Tax by creating an iFirm Personal Tax return.
- You can also launch CCH iFirm Personal Tax by clicking on Tasks in the main menu within a clients record and then clicking CCH iFirm Personal Tax in the ribbon.
CCH iFirm
iFirm Personal Tax can be launched from the iFirm homepage and products area.
Warning: If you are a CCH Central user, you will need to create tax returns in CCH Central.
Home
- Click on Personal Tax on the homepage.
- This will open iFirm Personal Tax on another tab in your browser.
Products
- In Organisation management, click on Products on the tiles or left menu.
- The product page will show all the products your practice is licensed for - click on Personal Tax.
