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CCH Software User Documentation

Add Notes

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  1. Click below the notepad symbol clipboard_e1e6f267c03675442904f284271d6eab6.png at the end of the data entry line if the note relates to that particular source of income.  Alternatively click on the clipboard_e46c64b2ed3922b03f8c91650b8ce35d9.pnghyperlink at the bottom of the screen to include a note that is not attached to a particular source:

  2. Click Add and then select one of the following note types:

  • Add a disclosure note

  • Add a working note

  • Add reason for estimated figures 

  • The Edit note window appears.

  1. Click in the area entitled Click here to enter your note. Type your text then click Close to save.

Note:

 Disclosure notes and reason for estimated figures will both appear on the tax return.  Working notes will not appear on the tax return.

 

 

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