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CCH Software User Documentation

Layout and Formatting: CCH Personal Tax

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Change Layout and Formatting

From the menu select Maintenance > Tax Settings > Personal Tax > Layout and Formatting. The Layout and Formatting tab appears.

The Layout and Formatting tab allows you to format the following:

  • SA302 tab

  • Font name - Select the font style that you want the form to use.
  • Line spacing - Use the arrows to increase or decrease the line spacing.
  • Print IRmark in footer - Click the check box to add the IRmark at the bottom of the form.
  • Backing Schedules tab

  • Font name - Select the font style that you want the form to use.
  • Line spacing - Use the arrows to increase or decrease the line spacing.
  • Print date in header - Click the check box to display the date at the top.
  • Print IRmark in footer - Click the check box to display the IRmark at the bottom.
  • Tax Return tab

  • Print client name/ UTR at foot of return - Click the check box to add your client's name and UTR to the foot of the tax return.

Note: Ensure that the font you use for the SA302 or Backing Schedule is a font normally supplied as standard with PCs, e.g. Arial or Times New Roman

 

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