Information Request templates

Last modified 17:38, 14 Nov 2016

Overview

CCH Central supplies a number of templates which are available for use, tailored for individual clients and trust clients, and are detailed below. You are also able to edit the default templates to meet your needs.

Default templates - Individuals

CCH Information Request - Covering Letter New Client

A covering letter to accompany the CCH Information Request sent to a new client for whom you do not hold details of their specific income sources.

CCH Information Request – Covering Letter

A covering letter to accompany the CCH Information Request sent to clients for whom you hold details of their income sources for the previous year. This can be used with the CCH Information Request PY Details and no PY details templates.

CCH Information Request New Client

This Information Request template lists all potential income sources and can be sent to new clients, e.g. where this is their first year in Self-Assessment, as a guide detailing the types of information required for completion of their Tax Return.

CCH Information Request no PY details

This Information Request template is for clients where the previous Tax Return information exists in CCH Personal Tax. Any income sources included on the client’s previous Tax Return, and have not ceased, are automatically populated. 

Income sources marked as a joint source in CCH Personal Tax are flagged in the joint column on the Information Request.

CCH Information Request PY Details

This Information Request template is for clients where the previous Tax Return information exists in CCH Personal Tax. Any income sources included on the client’s previous Tax Return, and have not ceased, are automatically populated. In addition to the income source, an additional column is included holding the previous year values from last year’s Tax Return.

Income sources marked as a joint source in CCH Personal Tax are flagged in the joint column on the Information Request.

Default templates - Trusts

CCH Trust – Information Request – Covering Letter

A covering letter to accompany the CCH Information Request for issue to Trust clients for whom you hold details of their income sources for the previous year. This can be used with the CCH Trust Information Request PY Details and no PY details templates.

CCH Trust – Information Request no PY Details

This Information Request template is for Trust clients where the previous Tax Return information exists in CCH Personal Tax. Any income sources included on the client’s previous Tax Return, and have not ceased, are automatically populated.

Income sources marked as a joint source in CCH Personal Tax are flagged in the joint column on the Information Request.

CCH Trust – Information Request PY Details

This Information Request template is for Trust clients where the previous Tax Return information exists in CCH Personal Tax. Any income sources included on the client’s previous Tax Return, and have not ceased, are automatically populated. In addition to the income source, an additional column is included holding the previous year values from last year’s Tax Return.

Income sources marked as a joint source in CCH Personal Tax are flagged in the joint column on the Information Request.

Editing the default templates

It is possible to edit the supplied templates to match your preferred wording and choice of font.

Before making any changes to the template we recommend that you save the template under another name, and make your changes against the new version. In this way the original template is always available for reference. 

If you do not change the name, the file will be overwritten by the CCH Central default template the next time the CSI is run.

For more detail on how to edit the templates please see our Knowledge Base Article 3161.

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