Creating a New Corporation Tax Homepage Control

Last modified 07:50, 24 Apr 2017

Overview

CCH Corporation Tax comes with three default homepage controls:

  • Client List
  • Online Filing
  • Online Filing Status

You can add any of the homepage controls to your Home page.

Adding a CCH Corporation Tax homepage control

  1. Ensure the current homepage display has sufficient space to display the homepage control.

  2. On the Task Bar, select the Task Tab and then select Customise.

  3. In the toolbox, select the homepage control you want and drag it to the homepage display area.
    There are three Corporation Tax homepage controls.

    Client list

     

    This lists all Corporation Tax clients; you are able to search on client name, code or UTR.

    Filing status

    Displays a summary of the tax return status of each clients' Returns and can be filtered by year and month. See Help on Tax Return Status for further details.

    Online filing status

    Displays a list of clients where the filing date falls within the next 30 days and their return(s) have not received a successful Submission response from HMRC.
  4. Resize the homepage(s) as required.

  5. Close the homepage control toolbox.

Topics in this section:

Topics
  • This Homepage view provides a view of all of the clients.  The view can be filtered to show clients by a number of options and can effectively be used as a shortcut for accessing client data from the home page.
  • This Homepage displays an overall summary of the filing status of all clients' Tax Returns for a given year and by month or selection of months. When the Homepage is first added to the homepage area the status for all months of a year is shown by default. The results can be filtered for any year and for any number of months within the year. The results can be viewed eith as a Bar chart or Pie chart.
  • Explains what the feature is, what its benefits are to the user or customer, when to use it , how to access it. This Home page overview shows all clients that have outstanding corporation tax returns for all years, and also those clients where there is a filing deadline within the next 30 days.
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