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CCH Software User Documentation

Points Forward Memorandum

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The system allows you to maintain a points forward memorandum, which is carried forward with the client’s data when a balance forward is carried out. The memorandum should therefore be completed at the end of the audit and will be available to the planner in the following year.

To enter the points forward memorandum, select [Points forward memo] from the Documents menu.

If your system is set to use the internal word processor, the document will load and be displayed within the Internal Word Processor for editing. If it is set to use Word as your default word processor, Word will be loaded and the document displayed within that program.

You may now edit the information displayed, or delete it and retype that which is relevant to the current year. If you are using the internal word processor, to save the document and return from the Internal Word Processor, click on the [Exit] button and confirm that you would like your amendments saved. Full instructions on how to use the Internal Word Processor are set out from Click here. If you are using Word, use the functions of that program to save the document and either close or minimise it to carry on processing in Audit Automation. If you intend using tax documents later in the current session then you should minimise Word so that it will take less time to load the next document that you wish to work on.

If you wish to obtain a printout of the document, load the document as described above and click on the [Print] button. This will print the document exactly as it appears on the screen, with no heading or border. If you are using the internal word processor you may print the document with a heading and border, as part of the audit pack, using the [Review/Print] option on the Planning menu, see System Reference.

As indicated, it is also possible to set Audit Automation to use Microsoft Word in place of the internal word processor. This is done using the File | System options form the Main window and is described in the System Manager's Manual. When Audit Automation is set to use Word, it will launch Word whenever any textual document is to be offered for edit and you may use all the features of that program in your documents.


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