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CCH Software User Documentation

Responsibility Types

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  • Responsibility type comes from the team setup within the client record (on the responsibility tab)


  • To assign a working papers role to a responsibility type, navigate to File > Maintenance > Internal > Responsibility Types


  • Use the drop down menu under Working Papers Role to map your responsibility type
  • If you use responsibility type on a particular client, the working paper role here will take precedence over the settings under employee categories


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