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CCH Software User Documentation

Client Specific - Additional Documents

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Additional Documents for Online Filing

When you create the IR mark any Additional documents added for Online Filing are added to the Client specific grid in the same order that they were added for Online Filing.  These appear before any Client specific documents manually added on this window.

Adding a Client Specific Document

Click on the Location when selected field in the Client specific grid to activate the clipboard_e4321030ea985f5e3516804d58c442138.png button. 

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Click on the the clipboard_ed961d257fcac885884eecd1553543d9b.png button to open the Add Additional Document window.  Select the document.

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To delete an attachment highlight the row in the grid and press the Delete key on the keyboard.  A message will be displayed:

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Click Yes on the message to delete.

 

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