Creating a New Corporation Tax Homepage Control
Adding a CCH Corporation Tax homepage control
Ensure the current homepage display has sufficient space to display the homepage control.
On the Task Bar, select the Task Tab and then select Customise.
In the toolbox, select the homepage control you want and drag it to the homepage display area.
There are three Corporation Tax homepage controls.
|
Client list |
This lists all Corporation Tax clients; you are able to search on client name, code or UTR. |
|
Filing status |
Displays a summary of the tax return status of each clients' Returns and can be filtered by year and month. See Help on Tax Return Status for further details. |
|
Online filing status |
Displays a list of clients where the filing date falls within the next 30 days and their return(s) have not received a successful Submission response from HMRC. |
Resize the homepage(s) as required.
Close the homepage control toolbox.
Client List
Homepage view
This Homepage view provides a view of all of the clients. The view can be filtered to show clients by a number of options and can effectively be used as a shortcut for accessing client data from the home page.
The homepage view of the All Clients option is below:
Filing Status
This Homepage displays an overall summary of the filing status of all clients' Tax Returns for a given year and by month or selection of months. More than one Filing status control can be displayed. When the Homepage is first added to the homepage area the status for all months of a year is shown by default. The results can be filtered for any year and for any number of months within the year. The results can be viewed eitheras a Bar chart or Pie chart.
Selecting the chart to use
To select the chart:
- Select the Customise option from the ribbon bar.
- Place the mouse pointer over the Homepage and right click
- Select Chart type
Close the Customise toolbar to save the selection.
Bar Chart
Pie Chart
Selecting other Filters
Additional filters can also be applied to the results displayed on the Homepage.
- To select other filters:
- Select the Customise option from the ribbon bar
- Place the mouse pointer over the Homepage and right click
- Select one of the following filters:
- Client Partner
- Responsibility type - Assignment partner, Assignment Manager, Manager or Team Member
- Company
- Office
- Department
To change the default year and month display
- Choose year
- Choose month - select a single or multiple months as required
Close the customise toolbar to save the selection.
Export to MS Excel
The results displayed on the Homepage can be exported to MS Excel. where the report can be tailored to requirements.
