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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 

Changes in this area will apply globally so should only be actioned by superusers.


  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:

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