Linking an Assignment Template to a Product

Last modified 07:46, 24 Apr 2017

 

Linking an Assignment Template to a Product activates the user’s ability to link a Tax Return or a Set of Accounts to a job within the 'Add Job/Schedule' window.

To link an Assignment Template to a product select the Product from the drop down list within Assignment Templates screen:

AssignmentTemplatesScreen.png

Where CCH Personal Tax, CCH Accounts Production and CCH Corporation Tax are installed, the following Products are available within Product drop down list:

                                                                                   ProductDropDown.png

Setting the Product

Setting a Product within the Assignment Templates screen activates the user’s ability to link a TaxReturn or a Set of Accounts to a job within the 'Add Job/Schedule' window.

Removing the Product

To remove a product from an Assignment Template, select the empty cell within Product drop-down list.

The following message is returned when removing a Product from an Assignment Template and Tax Returnsor Set of Accounts are linked to jobs:

                                  Warning.png                                

 

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