Import, export and Travelling Clients

Last modified 10:20, 23 Oct 2015

Overview

This section explains the various options to take client records from the main database to use off site.

Topics in this Section

Topics
  • Using CCH Corporation Tax, you can import a case from a different database - including an older version of the software - for both an existing case and a new case.   Importing client data will overwrite existing CCH Corporation Tax data but not CCH Central data. Note If you are familiar with CCH Personal Tax, it operates in a similar manner to this with similar looking screens.
  • Using CCH Corporation Tax, you can export client data to a different database in XML format.  Exporting a client file does not remove the file from the database - a copy of the selected file is exported to the target location. Only the CCH Corporation Tax data and some CCH Central fields are copied for export. The original file in the database remains accessible (unlocked) and can be updated after the export. Note If you are familiar with CCH Personal Tax, it operates in a similar manner to this with similar looking screens.
  • Travelling clients allows you to take the CCH Central Data together with the associated client data for CCH Corporation Tax and CCH Accounts Production for clients out of the office to work on offline.
  • After you have worked on travelled data, the changed data needs to be merged with the office data.
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