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.