Skip to main content
CCH Software User Documentation

Task Permissions: Tax Return Bundle

Product Help Banner.png

 

Accessing the Task Permissions

Tax Return Bundle Maintenance 

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

Personal_Tax_Tax-Return-Bundle_Maintenance-Window_Task-Permissions_1.png

  1. Go to FileMaintenance > 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:

Under Personal_Tax_Tax-Return-Bundle_Maintenance-Window_Task-Permissions_2.png

Personal_Tax_Tax-Return-Bundle_Maintenance-Window_Task-Permissions_3.png

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

Personal_Tax_Tax-Return-Bundle_Maintenance-Window_Task-Permissions_5.png

 

  • Was this article helpful?