Create CCH iFirm Tracking cards from CCH iFirm Taxprep T1

You can create CCH iFirm Tracking cards:

  • When creating a return

  • From an existing return

  • From a batch of existing returns

Proceed as follows to create a card when creating a return:

  1. From the left menu of your CCH iFirm site, click Taxprep > T1 – Personal to open CCH iFirm Taxprep T1.

  2. From the Return manager view, click the Add return button.

  3. Enter the new contact’s information.

  4. In the CCH iFirm Tracking menu, select the dashboard in which you want to create the card.

  5. In the Display cards per section, select Taxpayer to display a card for each of the taxpayers that are indicated in the return or Family to display a card for all taxpayers that are indicated in the return.

Proceed as follows to create a card from an existing return:

  1. From the left menu of your CCH iFirm site, click Taxprep > T1 – Personal to open CCH iFirm Taxprep T1.

  2. From the Return manager view, click the return for which you want to create a CCH iFirm Tracking card.

  3. Click the Actions buttons, followed by Create tracking cards.

  4. From the Select the dashboard drop-down menu, select the dashboard in which you want to create the card.

  5. In the Display cards per section, select Taxpayer to display a card for each of the taxpayers that are indicated in the return or Family to display a card for all taxpayers that are indicated in the return.

  6. Click Create.

A notification will display when the card has been successfully created.

Proceed as follows to create cards for multiple existing returns:

  1. From the left menu of your CCH iFirm site, click Taxprep > T1 – Personal to open CCH iFirm Taxprep T1.

  2. In the Manage columns menu, select Tracking card. The Tracking card column is displayed in the return manager and allow you to see the returns for which a card has already been created.

  3. In the Return manager view, select the return for which you want to create CCH iFirm Tracking cards.

  4. Click the Actions button, followed by Create tracking cards.

  5. From the Select the dashboard drop-down menu, select the dashboard in which you want to create the tracking cards.

  6. In the Display cards per section, select Taxpayer to display a card for each of the taxpayers that are indicated in the returns or Family to display a card for all taxpayers that are indicated in the returns.

  7. Click Create.

A notification will display when the cards have been successfully created.