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CCH Software User Documentation

Summary

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Click on the Tax Return bundle menu item in the Tax Return section of the Task Bar to open The Tax Return Bundle window.(see below).  The warning icon informs you that an IR mark has not been generated for this Tax Return.

There are two Personal Tax task permissions associated with this window: [Task Bar][Tax Return bundle] in the Menus group will give access to the Tax Return bundle menu item in the Tax Return section of the Task Bar.  If this task permission is not ticked then the menu will not display. 

 

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