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CCH Software User Documentation

Create a Tax Return

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There are 2 methods of creating a new Tax Return.

Create a Tax Return

You can create a new Tax Return by using either of the two methods below:

  1. In the Client tab, click the clipboard_e4dfa9971a131f5999565973926b7d4cf.png tab.

  2. In the Tax Returns for box, select the clipboard_e39d2233de9b54458cdd7d719fc72a5d4.png hyperlink alternatively you can select the green plus in the top left hand corner of the screen. 


The Create new tax return wizard opens.


  1. Specify the following:

  • Tax Year
    This automatically completes the Reporting period dates.

  • Return Type
    Select the type of tax return you want to create. The Contact Type selected (person, partnership, or trust) determines the tax return choices that appear here.

Note: To change the Contact Type click clipboard_e6975b849177d94025eed5d895dc81ee9.png next to the Client Name on the Client tab. You may need to close and then reopen the client to update the information displayed.

Click Next. This displays three options relating to Roll Forward and creation of a statement of account. If necessary select the options that you want to use.


Note: You cannot select the roll forward options unless the client has a previously created tax return.

  1. Click Next. If you want to use Workflows, then select a template from the drop-down.

  2. Click Finish.


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