CCH iFirm Engagement Table of Contents

Logging In and Out of CCH iFirm Engagement

Getting Started with CCH iFirm Engagement

Navigating CCH iFirm Engagement

System Requirements

Using the CCH iFirm Engagement License Status Dashboard

Firm Settings

Firm Options

Managing Engagement Types

Export Engagement List to Excel

Add Accounts Without Importing

Managing Accounts

Assigning Groups to Accounts Manually

Auto-Assignment of Groups, Types, and Classifications

Managing Financial Groups

Managing Financial Sub-groups

Managing Tax Groups

Managing Tax Sub-groups

Using a Grouping List Template

Creating an Engagement

Copying an Engagement

Viewing Properties for an Engagement

Save an Engagement as a Template

Managing Engagement Templates

Deleting an Engagement

Editing an Engagement Properties

Using the Engagement List Page

Creating Interim Engagements

Lock or Unlock an Engagement

Rolling Forward an Engagement

CCH iFirm Engagement Licenses

Using the Engagement View

Managing Folders in Engagement View

Organizing Files and Folders in Engagement View

Navigate the Engagement View page in Interim Engagements

Using Summary Views

Notes Summary View

Sign-off Summary View

Creating a Consolidated Engagement

Adding Subsidiaries in a Single-Tier Consolidated Engagement

Adding Parent and Subsidiary Entities in a Multi-Tier Consolidated Engagement

Editing Parent and Subsidiary Entities in a Multi-Tier Consolidated Engagement

Rolling Forward a Consolidated Engagement

Editing Subsidiary Information in a Single-Tier Consolidated Engagement

Financial Reports

Viewing Leadsheets

Viewing Financial Statements

Using the Financial Summary Report

Editing the Index and Name for a Report or Leadsheet

Exporting Financial Statements

Signing Off on a Leadsheet

Adding Journal Entries

Editing Journal Entries

Working with Journal Entries

Viewing the Journal Entry Pane

Journal Entries in Interim Engagements

Exporting Journal Entries

Deleting Journal Entries

Referencing Workpapers from a Journal Entry

Setting Rolling Forward Options for Journal Entries

Knowledge Coach Overview

About Foundation Forms

Managing Knowledge Coach Form Properties

Setting Roll Forward Options for a Form

Deleting Knowledge Coach Forms

Diagnostics

CCH iFirm Engagement Security Roles

Using Ratio Analysis

Editing Ratios

Tax

Exporting the Tax Summary Report to a Microsoft® Excel® File

Using the Tax Summary Report

Using the Trial Balance

Managing the Display of Your Trial Balance

Setting Up Trial Balance Views

Edit the Unadjusted Account Balance

Referencing Workpapers from the Trial Balance

Filters in the Trial Balance

Classifications

Using Annotations

Importing Trial Balance Data

Import a Trial Balance in an Interim Engagement

Exporting Trial Balance Data to a Microsoft® Excel® Spreadsheet

Reimport a Trial Balance

Re-Importing Trial Balance Data

Creating Trial Balance Reports

Opening Trial Balance Reports

Editing Trial Balance Reports

Adding Remarks on Trial Balance Reports

Deleting Trial Balance Reports

Workpapers Overview

Downloading a Workpaper

Managing Workpaper Properties

Renaming a Workpaper

Uploading Workpapers

Deleting a Workpaper

Locking and Unlocking a Workpaper

Releasing or Removing the Active User for a Workpaper

Setting a Roll Forward Option for a Workpaper

Adding or Editing a Workpaper Index

Adding or Removing Sign-offs

Using Workpaper Tags

Working with Notes

Using the Recycle Bin

Creating and Inserting Trial Balance Links

Linking Engagement Information in Workpapers

Analyzing a TB Link Formula

Refreshing Workpaper Links

Inserting Date Functions

Inserting Name Functions in a Workpaper

Drilling Down to Trial Balance Accounts in a TB Link

Workpaper Monitor Overview

Installing, Updating, and Uninstalling Workpaper Monitor

Editing Workpapers Using Workpaper Monitor

Submitting Feedback