CCH Disclosure Notes
- Employer Notes
- This section deals with setting up the Expat Employer Disclosure Notes that will appear within the White Space on a Tax Return. This includes: Setting flags to determine whether the disclosure notes appear automatically in the White Space, can be deleted or editable by the user. Embedding data within the disclosure notes. Assigning business rules to the disclosure notes. Setting a default order for the disclosure notes.
- Tax Return Disclosure Notes
- This section shows you how to access the Tax Return Disclosure Notes window, how to customise (edit or delete) System, Local and Employer notes and to add, edit or delete client specific notes.
CCH Disclosure Notes automates, edits, and manages disclosure notes for tax returns. Notes can be data-driven, user-selected, or client-specific.
About Disclosure Notes
- CCH Disclosure Notes enables automation, editing and management of disclosure notes. Local notes are managed at the maintenance level.
- CCH Disclosure Notes is a plugin to CCH Central (initially for CCH Personal Tax) that allows you to produce and specify the Disclosure Notes to be included on the White Space (Additional Information) of a Tax Return. These Disclosure Notes can be data driven, user selected or client specific notes.
Accessing the Disclosure Notes Window
Local notes are created and maintained at database level from File > Maintenance > Tax settings > Personal Tax > Disclosure notes.
Disclosure Notes operate in a similar way Letter Paragraphs, with the following differences:
- Form – the tax return page on which the note is to be displayed
- Order – Replaces Section and Sub Section in Letter Paragraphs. Determines the priority in which notes are order on the tax return page.
- Text Editor – Please note that due to the restrictions on formatting disclosure notes enforced by HMRC & Online filing, only the Add data option is available. A spell checker is provided in the text box.
Accessing the Employer Notes Window
The Expat Employer now includes a new tab Employer notes.
Accessing the Task Permissions
- Go to Maintenance > Security > Task Permissions to open the Task Permissions window.
- Change the Product to Disclosure Notes.
- Select a Group.
- Review and update the Task Permissions.