Creating the TFA note using CCH Accounts Production

Last modified 07:50, 24 Apr 2017

Overview

The Tangible Fixed Assets summary can be completed by entering information directly into the default layout presented or alternatively benefit from the update of information from CCH Accounts Production. The update can be invoked manually or automatically by using the option within the Tax Links tab. .

Automatic Update from CCH Accounts Production - Tax Links

The Tax Links tab within the client must have the correct options selected to automatically create and populate the Tangible Fixed Assets summary.

The CCH Accounts Production link box within Active links should be selected to update automatically. The CCH Accounts Production - Balance Sheet box within Enabled links should also be selected.

TFA_tax_links_settings.jpg

Manual update from CCH Accounts Production

If the options have not been selected within the Tank Links tab within the client, the Tangible Fixed Assets summary will not automatically been populated by CCH Accounts Production.

This data can still be imported from CCH Accounts Production by selecting Update from Accounts within the Tax Return area of the ribbon bar.

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