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CCH Software User Documentation

How to Link the Partner Allocation Spreadsheets

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  1. Select a Partnership client.

  2. Below Tax Return Data select Partnership Statement. The Partnership Statement tab appears.

  3. Click Export to Excel on the Ribbon Bar  Personal_Tax_Partnership_Tax_Partner-Allocation-Spreadsheets_1.png   
    Choose Personal_Tax_Partnership_Tax_Partner-Allocation-Spreadsheets_2.png and the system will create an alternative file name: Personal_Tax_Partnership_Tax_Partner-Allocation-Spreadsheets_3.png  click save.

  4. Click on Open exported file on the Ribbon Bar as this icon is now live.  Personal_Tax_Partnership_Tax_Partner-Allocation-Spreadsheets_4.png  The Partnership Statement Allocation dialog appears.

  5. Once you have updated the spreadsheet save your changes, and then click on Import from Excel on the Ribbon bar Personal_Tax_Partnership_Tax_Partner-Allocation-Spreadsheets_5.png which transfers the figures to the Partnership Statement.

  6. Click OK on the Partnership Statement Allocation dialog.

 

 

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