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CCH Software User Documentation

Task Permissions: Tax Return Bundle

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Accessing the Task Permissions

Tax Return Bundle Maintenance 

Caution! Changes in this area will apply globally so should only be actioned by Superusers.

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  1. Go to File > Maintenance > Security > Task Permissions to open the Task Permissions window.
  2. Change the Product to Compliance Pack Generator.
  3. Select a Group.
  4. Review and update the Task Permissions.

Client Tax Return Bundle

Additional Task Permissions are available for the client Tax Return Bundle within the product Personal Tax:

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Under Personal_Tax_Tax-Return-Bundle_Maintenance-Window_Task-Permissions_4.png

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