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CCH Software User Documentation

Switch between Tax Returns

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Shows you how to switch between Tax Returns.
  1. Select the client that you want to open the tax return for. The Client tab appears.

  2. Click the Tax Returns tab.

  3. In the Tax Returns box, select the tax return year that you want to view the data for.  The tax return Summary tab appears.  


  1. You can return to the tax return tab in the client's central record at any point to open another tax return year.  Alternatively once in the tax return summary screen for a particular tax year, you can switch between tax years using the previous year and next year options in the ribbon bar as shown below:



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