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CCH Software User Documentation

Creating a New Corporation Tax Homepage Control - Online Filing Status

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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.

 

The Online Filing Status homepage control can be selected from the Customise Toolbox.

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The Online Filing Status Homepage displays the Client code, Client Name, Period of Account end date and Accounting period end date for each client along with columns showing the Due Date, if the return is Due within 30 days or Overdue and the workflow Status.

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Right clicking on the Homepage Control title bar will allow filtering by Category, Company, Department and Office.

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The Filter Drop down allows the list to be filtered under;

  • No Filter
  • Not Started
  • In progress
  • IRMark ready
  • Validation failed
  • In Polling
  • Submission failed

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The Homepage Control title bar also has a refresh icon and an  export to Excel icon which will give the number of days a return is late

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