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Table of contents

If the figures you have entered are estimates, then click the Estimate check box which has this Estimate Icon.jpg icon at the top of the column.The Edit note window appears for you to enter an explanation of your estimated figures. Enter your explanation then click on the Close button to save and close the window.

Estimate Icon Highlighted.jpg

Note: You cannot click the Estimated check box within the Summary panel directly, it is only activated using the procedure outlined above.



Status Panel
Use the Status panel to monitor your progress as you complete the tax return. The Status panel allows you to indicate whether the information entered is complete, reviewed or estimated for each section of the tax return. In addition, you can add notes to remind you to complete a task and/ or add explanations.
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CCH Personal Tax




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