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Summary

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Table of contents

Overview

Click on the Tax Return bundle menu item in the Tax Return section of the Task Bar to open The Tax Return Bundle window (see below).  The warning icon informs you that an IR mark has not been generated for this Tax Return.

Tax Return Bundle - Overview.png

There are two Personal Tax task permissions associated with this window:

  • [Task Bar][Tax Return bundle] in the Menus group will give access to the Tax Return bundle menu item in the Tax Return section of the Task Bar.  If this task permission is not ticked then the menu item will not be available.
  • #Tax Return bundle #Can Modify Details that allows the user to make changes on the Tax Return Bundle window.  If this task permission is not ticked then the only actions the user can undertake on the Tax Return Bundle window are to click on the buttons Save, Save and Close, Create PDF and Letter paragraphs.

The functionality of this window is described further in the associated topics.

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CCH Tax Return Bundle

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