Notes

Overview

CCH Personal Tax supports three types of note:

• Tax Return disclosure note (formally known as Note).
• Working note (formally known as Memo).
• Explanation of estimated figures.

These can be entered against an individual item or as a general note against a source.

The functionality of the Tax Return disclosure note is explained in more detail under CCH Disclosure Notes.  These notes appear in the white space on the Tax Return.

The Explanation of estimated figures is a special type of Tax Return disclosure note that appears in the white space on the Tax Return and is used in conjunction with the Estimated check box in the Summary section on the data entry windows.