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CCH Software User Documentation

Tax Return Disclosure Notes

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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.

Access the Tax Return Disclosure Notes Window

Open a tax return.  From Tax Return Data, select Tax Return Disclosure Notes:


The Tax Return Disclosure Notes screen is displayed:


System notes are those that are hard-coded and the condition for that Disclosure Note to appear has been triggered.

Editing Notes 

System Notes

Highlight the note to be edited.  Select Edit note from the  Ribbon Bar. The Edit note window is displayed:


Add/edit the text.  Select OK.

To restore the original text select Reset.

Deleting Notes

Highlight the note to be deleted.  Select Delete from the ribbon above it:


A Delete window is displayed:


Where a notes is highlighted that is mandatory and not permitted to be deleted, the Delete button is disabled.

Show Deleted

Select Show Deleted Client Notes from the Ribbon Bar to display notes which have been deleted (where permitted).


The deleted note will then be displayed and greyed out:



Displaying Disclosure Notes

Disclosure notes are displayed in the other information box in the tax return:


Double click on the note to drill down to the Tax Return data entry screen associated with that note.





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